Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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 +$123M
3 +$100M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$63.2M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$60.2M

Top Sells

1 +$81.2M
2 +$32.4M
3 +$31.4M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$30.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$28.7M

Sector Composition

1 Technology 8.5%
2 Financials 4.39%
3 Consumer Discretionary 3.75%
4 Healthcare 3.72%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$217K ﹤0.01%
+3,719
1577
$216K ﹤0.01%
21,842
-14,455
1578
$216K ﹤0.01%
+1,500
1579
$215K ﹤0.01%
7,458
1580
$214K ﹤0.01%
1,810
-95
1581
$214K ﹤0.01%
11,872
+2,009
1582
$214K ﹤0.01%
8,500
-206,404
1583
$213K ﹤0.01%
+12,873
1584
$213K ﹤0.01%
+2,499
1585
$213K ﹤0.01%
+5,427
1586
$212K ﹤0.01%
3,291
-325
1587
$212K ﹤0.01%
11,961
+291
1588
$212K ﹤0.01%
+2,741
1589
$212K ﹤0.01%
+1,533
1590
$211K ﹤0.01%
3,067
-78
1591
$211K ﹤0.01%
+2,934
1592
$210K ﹤0.01%
1,187
-98
1593
$210K ﹤0.01%
9,676
+526
1594
$210K ﹤0.01%
+3,456
1595
$209K ﹤0.01%
5,556
+497
1596
$209K ﹤0.01%
+15,180
1597
$209K ﹤0.01%
2,507
-2,500
1598
$208K ﹤0.01%
+1,367
1599
$208K ﹤0.01%
+21,952
1600
$208K ﹤0.01%
+1,864