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
$41B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,335
New
Increased
Reduced
Closed

Top Buys

1 +$1.24B
2 +$624M
3 +$472M
4
AMZN icon
Amazon
AMZN
+$338M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$234M

Top Sells

1 +$1.88B
2 +$736M
3 +$692M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$616M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$487M

Sector Composition

1 Technology 9.67%
2 Financials 3.76%
3 Consumer Discretionary 2.84%
4 Healthcare 2.47%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$18.8M 0.05%
42,221
-10,284
227
$18.6M 0.05%
29,616
-13,125
228
$18.6M 0.05%
727,536
+23,741
229
$18.5M 0.05%
255,051
-6,999
230
$18.5M 0.05%
538,263
+160,585
231
$18.4M 0.05%
456,847
-22,336
232
$18.4M 0.04%
272,680
-849
233
$18.3M 0.04%
255,634
-22,804
234
$18M 0.04%
193,495
+179,244
235
$17.8M 0.04%
451,554
+43,801
236
$17.6M 0.04%
126,266
-53,811
237
$17.5M 0.04%
198,410
+8,460
238
$17.4M 0.04%
216,903
+13,891
239
$17.4M 0.04%
689,819
-132,170
240
$17.2M 0.04%
16,813
+16,581
241
$17.2M 0.04%
96,244
+3,472
242
$17.1M 0.04%
75,667
-12,846
243
$17M 0.04%
+46,200
244
$16.9M 0.04%
36,666
+923
245
$16.9M 0.04%
88,708
-1,438
246
$16.9M 0.04%
+87,743
247
$16.8M 0.04%
287,752
+86,101
248
$16.8M 0.04%
414,431
+186,193
249
$16.7M 0.04%
194,018
-27,011
250
$16.7M 0.04%
23,384
-2,389