Mercer Global Advisors Portfolio holdings
AUM
$44.5B
1-Year Return
12.22%
This Quarter Return
-5.08%
1 Year Return
+12.22%
3 Year Return
+48.64%
5 Year Return
+80.05%
10 Year Return
–
AUM
$16.8B
AUM Growth
+$512M
(+3.1%)
Cap. Flow
-$701M
Cap. Flow
% of AUM
-4.16%
Top 10 Holdings %
Top 10 Hldgs %
29.3%
Holding
1,952
New
131
Increased
867
Reduced
745
Closed
133
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$142M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$90M |
| 3 |
Schwab International Equity ETF
SCHF
|
$73.7M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$45.7M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$45.4M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.13B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$976M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$22.8M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$17.3M |
| 5 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$16.2M |
Sector Composition
| 1 | Technology | 7.35% |
| 2 | Financials | 4.39% |
| 3 | Healthcare | 3.78% |
| 4 | Consumer Discretionary | 3.1% |
| 5 | Energy | 2.43% |
