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
1751
-15,700
1752
-57,862
1753
-4,781
1754
-11,202
1755
-13,449
1756
-18,617
1757
-21,094
1758
-35,208
1759
-2,010
1760
-408
1761
-4,823
1762
-5,314
1763
-3,811
1764
-8,520
1765
-17,457
1766
-6,783
1767
-10,295
1768
-9,819
1769
-3,511
1770
-5,173
1771
-8,674
1772
-2,593
1773
-14,778
1774
-6,267
1775
-14,854