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
1451
$282K ﹤0.01%
10,232
-1,766
1452
$282K ﹤0.01%
1,251
-22
1453
$280K ﹤0.01%
2,659
+61
1454
$280K ﹤0.01%
63,686
+13,809
1455
$279K ﹤0.01%
22,742
+212
1456
$279K ﹤0.01%
11,088
-363
1457
$278K ﹤0.01%
2,406
-131
1458
$278K ﹤0.01%
4,196
+958
1459
$276K ﹤0.01%
4,141
1460
$276K ﹤0.01%
9,600
-175
1461
$275K ﹤0.01%
+6,040
1462
$275K ﹤0.01%
+11,887
1463
$275K ﹤0.01%
35,742
+11
1464
$275K ﹤0.01%
+5,303
1465
$274K ﹤0.01%
+2,352
1466
$274K ﹤0.01%
3,180
-620
1467
$274K ﹤0.01%
17,438
+1,406
1468
$274K ﹤0.01%
6,441
+886
1469
$273K ﹤0.01%
12,287
-1,624
1470
$273K ﹤0.01%
4,558
-1,819
1471
$271K ﹤0.01%
7,415
+1,278
1472
$270K ﹤0.01%
17,771
-34,462
1473
$268K ﹤0.01%
+2,610
1474
$268K ﹤0.01%
2,826
+24
1475
$267K ﹤0.01%
10,199
+2,793