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
251
$3.61M 0.05%
122,906
+328
252
$3.59M 0.05%
270,564
+82,824
253
$3.59M 0.05%
87,690
+2,613
254
$3.57M 0.05%
45,120
+1,157
255
$3.57M 0.05%
+130,396
256
$3.49M 0.05%
44,168
-3,192
257
$3.46M 0.05%
57,460
+49,761
258
$3.44M 0.05%
43,561
+9,043
259
$3.44M 0.05%
158,015
+3,137
260
$3.42M 0.05%
99,698
+8,335
261
$3.42M 0.05%
23,198
-3,225
262
$3.41M 0.05%
11,435
+2,127
263
$3.39M 0.05%
26,304
+2,494
264
$3.38M 0.05%
144,846
265
$3.36M 0.05%
57,560
+3,596
266
$3.35M 0.05%
54,242
+655
267
$3.34M 0.05%
79,529
-9,528
268
$3.33M 0.05%
89,660
+3,909
269
$3.33M 0.05%
+35,620
270
$3.33M 0.05%
239,252
-12,139
271
$3.33M 0.05%
33,481
+1,643
272
$3.3M 0.05%
39,457
-1,396
273
$3.29M 0.05%
96,453
+41,277
274
$3.29M 0.05%
101,402
-310
275
$3.28M 0.05%
39,472
-1,808