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
126
$19.2M 0.13%
312,735
-14,351
127
$19.1M 0.13%
54,954
+3,596
128
$19.1M 0.13%
193,719
+8,542
129
$19.1M 0.13%
206,466
+28,803
130
$19M 0.13%
251,180
+12,213
131
$18.8M 0.13%
299,345
+206,039
132
$18.8M 0.13%
120,065
-84,283
133
$18.7M 0.13%
341,775
134
$18.6M 0.13%
327,470
+44,290
135
$18.6M 0.13%
190,901
+1,158
136
$18.5M 0.13%
503,996
+32,444
137
$18.4M 0.13%
+228,291
138
$18.4M 0.13%
32,136
+1,383
139
$18.1M 0.13%
213,841
+16,882
140
$18.1M 0.13%
89,346
+5,624
141
$17.8M 0.12%
873,649
+17,899
142
$17.5M 0.12%
89,448
+4,809
143
$17.3M 0.12%
170,243
+16,251
144
$17.1M 0.12%
413,064
+299,467
145
$17.1M 0.12%
252,191
+234
146
$16.9M 0.12%
112,316
+11,733
147
$16.8M 0.12%
112,316
+3,517
148
$16.2M 0.11%
591,501
+58,295
149
$16.2M 0.11%
207,143
-77,145
150
$16.1M 0.11%
+613,402