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
1676
$107K ﹤0.01%
625
1677
$106K ﹤0.01%
+11,471
1678
$105K ﹤0.01%
+2,504
1679
$105K ﹤0.01%
14,384
1680
$103K ﹤0.01%
+16,726
1681
$103K ﹤0.01%
17,300
1682
$99K ﹤0.01%
5,415
-1,090
1683
$98K ﹤0.01%
+17,092
1684
$96K ﹤0.01%
+10,875
1685
$96K ﹤0.01%
+10,190
1686
$94K ﹤0.01%
19,996
+9,067
1687
$93K ﹤0.01%
20,364
+9,537
1688
$90K ﹤0.01%
23,198
-8,094
1689
$90K ﹤0.01%
17,950
1690
$90K ﹤0.01%
16,505
-6,030
1691
$89K ﹤0.01%
11,978
-87,416
1692
$89K ﹤0.01%
16,985
+383
1693
$84K ﹤0.01%
3,471
+642
1694
$80K ﹤0.01%
19,905
+6,382
1695
$78K ﹤0.01%
+3,000
1696
$72K ﹤0.01%
9,358
+853
1697
$69K ﹤0.01%
17,735
+2,437
1698
$69K ﹤0.01%
+10,132
1699
$69K ﹤0.01%
+11,391
1700
$69K ﹤0.01%
22,639