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
1651
$154K ﹤0.01%
+1,856
1652
$150K ﹤0.01%
10,261
+2
1653
$147K ﹤0.01%
+13,796
1654
$147K ﹤0.01%
19,000
-472
1655
$146K ﹤0.01%
6,900
+2,224
1656
$143K ﹤0.01%
+7,011
1657
$141K ﹤0.01%
10,409
-1,288
1658
$139K ﹤0.01%
6,852
+2,744
1659
$137K ﹤0.01%
14,093
+536
1660
$137K ﹤0.01%
+755
1661
$136K ﹤0.01%
63,073
1662
$130K ﹤0.01%
12,108
-6,007
1663
$125K ﹤0.01%
18,987
+268
1664
$125K ﹤0.01%
18,792
+571
1665
$125K ﹤0.01%
23,021
1666
$125K ﹤0.01%
1,336
1667
$120K ﹤0.01%
10,329
+324
1668
$120K ﹤0.01%
+10,535
1669
$119K ﹤0.01%
26
1670
$119K ﹤0.01%
13,817
+2,100
1671
$118K ﹤0.01%
15,071
+2,190
1672
$116K ﹤0.01%
+16,340
1673
$113K ﹤0.01%
+10,252
1674
$112K ﹤0.01%
45,725
+4,513
1675
$107K ﹤0.01%
19,265
+5,170