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
1476
$267K ﹤0.01%
1,578
-65
1477
$267K ﹤0.01%
3,521
-4,741
1478
$265K ﹤0.01%
22,849
+8,472
1479
$264K ﹤0.01%
1,173
-548
1480
$263K ﹤0.01%
6,761
+303
1481
$263K ﹤0.01%
+961
1482
$263K ﹤0.01%
5,983
-7,543
1483
$262K ﹤0.01%
1,393
+2
1484
$260K ﹤0.01%
2,904
+9
1485
$259K ﹤0.01%
13,495
+2,770
1486
$258K ﹤0.01%
3,206
+60
1487
$257K ﹤0.01%
12,184
-540
1488
$257K ﹤0.01%
1,256
+72
1489
$257K ﹤0.01%
+6,699
1490
$256K ﹤0.01%
8,415
+180
1491
$256K ﹤0.01%
1,530
+100
1492
$256K ﹤0.01%
+4,982
1493
$256K ﹤0.01%
6,014
-2,825
1494
$255K ﹤0.01%
1,087
+52
1495
$255K ﹤0.01%
9,262
-467
1496
$255K ﹤0.01%
9,893
-145
1497
$255K ﹤0.01%
+4,243
1498
$254K ﹤0.01%
5,618
+451
1499
$254K ﹤0.01%
9,525
-312
1500
$252K ﹤0.01%
2,663
-13