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
1501
$252K ﹤0.01%
+22,996
1502
$251K ﹤0.01%
4,588
+265
1503
$250K ﹤0.01%
2,420
+264
1504
$250K ﹤0.01%
9,341
+202
1505
$249K ﹤0.01%
+2,286
1506
$248K ﹤0.01%
4,435
1507
$248K ﹤0.01%
+5,780
1508
$248K ﹤0.01%
7,369
+598
1509
$248K ﹤0.01%
+3,830
1510
$247K ﹤0.01%
6,693
-10,072
1511
$247K ﹤0.01%
22,356
+455
1512
$246K ﹤0.01%
+4,148
1513
$246K ﹤0.01%
+6,961
1514
$245K ﹤0.01%
42,340
+1,088
1515
$243K ﹤0.01%
5,525
-1,205
1516
$242K ﹤0.01%
6,155
+1
1517
$242K ﹤0.01%
25,055
+3,383
1518
$241K ﹤0.01%
9,527
-4,346
1519
$241K ﹤0.01%
3,009
-79
1520
$241K ﹤0.01%
2,204
-276
1521
$240K ﹤0.01%
3,175
+506
1522
$240K ﹤0.01%
+11,298
1523
$240K ﹤0.01%
4,572
-3,085
1524
$239K ﹤0.01%
+4,254
1525
$239K ﹤0.01%
1,017
+2