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
$6.65B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,289
New
Increased
Reduced
Closed

Top Buys

1 +$53.5M
2 +$45.2M
3 +$39.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$33.9M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$27.6M

Top Sells

1 +$20.3M
2 +$19.5M
3 +$6.95M
4
V icon
Visa
V
+$5.77M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.27M

Sector Composition

1 Technology 9.32%
2 Healthcare 4.71%
3 Consumer Discretionary 4.02%
4 Financials 3.9%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$4.16M 0.06%
13
227
$4.13M 0.06%
50,922
-712
228
$4.12M 0.06%
83,600
-1,184
229
$4.06M 0.06%
17,166
-1,347
230
$4.06M 0.06%
149,175
+7,803
231
$4.04M 0.06%
404,887
+151,411
232
$4M 0.06%
+89,834
233
$3.99M 0.06%
211,454
-911
234
$3.93M 0.06%
53,203
+4,805
235
$3.91M 0.06%
45,515
-1,292
236
$3.9M 0.06%
82,386
+68,028
237
$3.9M 0.06%
129,411
-145
238
$3.88M 0.06%
29,768
+14,546
239
$3.84M 0.06%
64,574
+1,563
240
$3.81M 0.06%
12,389
-15,923
241
$3.8M 0.06%
48,841
-3,192
242
$3.79M 0.06%
86,901
-6,505
243
$3.78M 0.06%
181,339
+38,798
244
$3.75M 0.06%
59,044
+8,856
245
$3.74M 0.06%
116,880
+75,066
246
$3.73M 0.06%
72,122
-731
247
$3.73M 0.06%
+193,342
248
$3.68M 0.06%
42,513
+546
249
$3.64M 0.05%
31,505
-885
250
$3.63M 0.05%
44,786
+18,349