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
251
$16.5M 0.04%
28,951
-37,101
252
$16.5M 0.04%
+659,681
253
$16.2M 0.04%
321,832
-71,821
254
$16M 0.04%
+66,450
255
$16M 0.04%
260,745
-8,613
256
$15.9M 0.04%
37,986
+781
257
$15.8M 0.04%
97,542
+7,845
258
$15.7M 0.04%
57,003
+225
259
$15.7M 0.04%
68,521
-7,010
260
$15.6M 0.04%
221,653
-33,016
261
$15.6M 0.04%
123,777
+43,285
262
$15.5M 0.04%
134,522
-4,599
263
$15.5M 0.04%
180,365
-115,177
264
$15.4M 0.04%
22,162
-488
265
$15.3M 0.04%
614,229
+33,323
266
$15.3M 0.04%
14,422
+3,719
267
$15.3M 0.04%
235,147
-22,610
268
$15.3M 0.04%
174,870
-15,506
269
$15.2M 0.04%
299,095
-6,651
270
$15.2M 0.04%
52,613
+36,784
271
$14.9M 0.04%
264,279
-109,473
272
$14.9M 0.04%
112,874
-130,819
273
$14.9M 0.04%
2,989
-3,077
274
$14.8M 0.04%
85,885
-26,373
275
$14.6M 0.04%
83,302
+62,153