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
1626
$186K ﹤0.01%
+17,464
1627
$185K ﹤0.01%
16,420
+2,795
1628
$184K ﹤0.01%
+12,504
1629
$181K ﹤0.01%
11,538
-294
1630
$180K ﹤0.01%
15,764
1631
$179K ﹤0.01%
18,649
+5,369
1632
$178K ﹤0.01%
18,162
-21,920
1633
$178K ﹤0.01%
13,379
-105
1634
$177K ﹤0.01%
29,600
+100
1635
$174K ﹤0.01%
+11,735
1636
$173K ﹤0.01%
+12,000
1637
$171K ﹤0.01%
+12,568
1638
$171K ﹤0.01%
18,057
-15
1639
$171K ﹤0.01%
+10,242
1640
$169K ﹤0.01%
+21,025
1641
$166K ﹤0.01%
+11,011
1642
$166K ﹤0.01%
12,437
+69
1643
$165K ﹤0.01%
21,860
+8,349
1644
$164K ﹤0.01%
+26,111
1645
$162K ﹤0.01%
10,813
-102
1646
$162K ﹤0.01%
18,329
-551
1647
$161K ﹤0.01%
16,022
+5,025
1648
$161K ﹤0.01%
28,600
+7,430
1649
$159K ﹤0.01%
65,500
+45,805
1650
$158K ﹤0.01%
+14,695