Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
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
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1800
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