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
1701
$66K ﹤0.01%
204
+12
1702
$65K ﹤0.01%
150
+9
1703
$64K ﹤0.01%
10,067
1704
$62K ﹤0.01%
16,503
-7,241
1705
$60K ﹤0.01%
44,115
1706
$59K ﹤0.01%
20,000
1707
$59K ﹤0.01%
16,100
1708
$58K ﹤0.01%
+23,937
1709
$58K ﹤0.01%
+3,399
1710
$57K ﹤0.01%
15,205
+3,804
1711
$56K ﹤0.01%
18,052
+6,591
1712
$55K ﹤0.01%
10,258
+30
1713
$53K ﹤0.01%
23,646
+6,899
1714
$51K ﹤0.01%
10,500
1715
$51K ﹤0.01%
+14,162
1716
$50K ﹤0.01%
34,476
+22,449
1717
$47K ﹤0.01%
+3,578
1718
$47K ﹤0.01%
+2,015
1719
$47K ﹤0.01%
+10,963
1720
$47K ﹤0.01%
+1,432
1721
$46K ﹤0.01%
+11,258
1722
$44K ﹤0.01%
1,319
-317
1723
$43K ﹤0.01%
+14,714
1724
$42K ﹤0.01%
10,197
-500
1725
$36K ﹤0.01%
14,000