Mercer Global Advisors Portfolio holdings
AUM
$44.5B
This Quarter Return
+12.4%
1 Year Return
+12.22%
3 Year Return
+48.64%
5 Year Return
+80.05%
10 Year Return
–
AUM
$8.01B
AUM Growth
+$8.01B
(+20%)
Cap. Flow
-$9.66B
Cap. Flow
% of AUM
-120.7%
Top 10 Holdings %
Top 10 Hldgs %
30.17%
Holding
1,421
New
185
Increased
612
Reduced
508
Closed
75
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$67.2M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$51.3M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$41.6M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$39.7M |
| 5 |
Schwab International Equity ETF
SCHF
|
$27.7M |
Top Sells
| 1 |
Apple
AAPL
|
$10.3B |
| 2 |
Tesla
TSLA
|
$25.8M |
| 3 |
NextEra Energy, Inc.
NEE
|
$24M |
| 4 |
BREW
Craft Brew Alliance, Inc.
BREW
|
$23.1M |
| 5 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
$12.9M |
Sector Composition
| 1 | Technology | 9.38% |
| 2 | Healthcare | 4.32% |
| 3 | Financials | 3.91% |
| 4 | Consumer Discretionary | 3.76% |
| 5 | Industrials | 3.07% |
