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
1601
$208K ﹤0.01%
+4,777
1602
$208K ﹤0.01%
2,848
+98
1603
$207K ﹤0.01%
+7,979
1604
$206K ﹤0.01%
12,072
1605
$206K ﹤0.01%
+2,156
1606
$204K ﹤0.01%
746
-292
1607
$204K ﹤0.01%
+3,520
1608
$203K ﹤0.01%
+6,505
1609
$203K ﹤0.01%
2,310
+77
1610
$203K ﹤0.01%
+7,899
1611
$203K ﹤0.01%
13,272
+615
1612
$202K ﹤0.01%
11,521
+5,362
1613
$202K ﹤0.01%
+3,356
1614
$202K ﹤0.01%
6,228
-127
1615
$202K ﹤0.01%
22,371
+2,167
1616
$201K ﹤0.01%
7,318
1617
$201K ﹤0.01%
4,383
+54
1618
$201K ﹤0.01%
4,910
1619
$201K ﹤0.01%
1,280
-57
1620
$200K ﹤0.01%
3,180
1621
$199K ﹤0.01%
25,695
+7
1622
$197K ﹤0.01%
11,408
+67
1623
$192K ﹤0.01%
13,350
+901
1624
$191K ﹤0.01%
13,866
+1,045
1625
$190K ﹤0.01%
17,617