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
1551
$228K ﹤0.01%
+5,500
1552
$228K ﹤0.01%
+11,872
1553
$227K ﹤0.01%
6,000
+394
1554
$227K ﹤0.01%
2,577
-658
1555
$227K ﹤0.01%
5,932
+13
1556
$227K ﹤0.01%
5,409
+38
1557
$226K ﹤0.01%
4,669
+115
1558
$226K ﹤0.01%
2,501
+612
1559
$226K ﹤0.01%
5,363
+196
1560
$226K ﹤0.01%
+11,731
1561
$225K ﹤0.01%
1,086
-101
1562
$224K ﹤0.01%
827
-125
1563
$224K ﹤0.01%
+11,095
1564
$223K ﹤0.01%
+1,847
1565
$223K ﹤0.01%
+9,726
1566
$222K ﹤0.01%
+19,085
1567
$222K ﹤0.01%
+1,924
1568
$222K ﹤0.01%
+2,874
1569
$221K ﹤0.01%
5,930
-750
1570
$221K ﹤0.01%
+10,665
1571
$220K ﹤0.01%
+12,004
1572
$220K ﹤0.01%
9,543
1573
$219K ﹤0.01%
14,151
1574
$218K ﹤0.01%
+2,664
1575
$217K ﹤0.01%
+9,149