Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $59.9B
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.3B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,849
New
Increased
Reduced
Closed

Top Buys

1 +$156M
2 +$120M
3 +$99.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$61.5M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$59.5M

Top Sells

1 +$81M
2 +$31.5M
3 +$30.6M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$29.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$27.7M

Sector Composition

1 Technology 8.51%
2 Financials 4.38%
3 Consumer Discretionary 3.75%
4 Healthcare 3.72%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$301K ﹤0.01%
2,081
+135
1427
$300K ﹤0.01%
443
+24
1428
$299K ﹤0.01%
10,236
-373
1429
$299K ﹤0.01%
67,744
+7,948
1430
$298K ﹤0.01%
5,263
-27,875
1431
$298K ﹤0.01%
10,362
+1,479
1432
$298K ﹤0.01%
13,683
-2,068
1433
$297K ﹤0.01%
4,540
-278
1434
$296K ﹤0.01%
4,793
+193
1435
$296K ﹤0.01%
8,145
+495
1436
$296K ﹤0.01%
6,097
+1,873
1437
$295K ﹤0.01%
7,186
-425
1438
$295K ﹤0.01%
29,933
+8,335
1439
$293K ﹤0.01%
5,508
1440
$292K ﹤0.01%
10,276
+2,728
1441
$291K ﹤0.01%
19,753
1442
$291K ﹤0.01%
3,051
-504
1443
$290K ﹤0.01%
2,112
-156
1444
$288K ﹤0.01%
11,784
-806
1445
$287K ﹤0.01%
20,593
+1,961
1446
$286K ﹤0.01%
+13,325
1447
$286K ﹤0.01%
1,442
-18
1448
$285K ﹤0.01%
2,020
-24
1449
$283K ﹤0.01%
2,468
+126
1450
$282K ﹤0.01%
16,412
+845