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
276
$3.28M 0.05%
89,702
+49,111
277
$3.25M 0.05%
51,357
+430
278
$3.23M 0.05%
182,744
-113,552
279
$3.23M 0.05%
61,164
+40,122
280
$3.19M 0.05%
74,713
+382
281
$3.18M 0.05%
23,821
+1,208
282
$3.17M 0.05%
29,245
+2,904
283
$3.15M 0.05%
14,717
-632
284
$3.12M 0.05%
120,149
+25,082
285
$3.11M 0.05%
32,858
+8,091
286
$3.1M 0.05%
39,324
+5,065
287
$3.1M 0.05%
18,308
+334
288
$3.1M 0.05%
117,947
+36,350
289
$3.1M 0.05%
121,448
-9,476
290
$3.07M 0.05%
145,462
+10,585
291
$3.06M 0.05%
34,121
-56
292
$3.04M 0.05%
64,659
+1,301
293
$3.02M 0.05%
15,998
+12,014
294
$3M 0.05%
27,090
+14,748
295
$2.99M 0.05%
38,894
+7,644
296
$2.95M 0.04%
24,325
-219
297
$2.92M 0.04%
25,000
-345
298
$2.86M 0.04%
32,447
-2,669
299
$2.86M 0.04%
+101,676
300
$2.82M 0.04%
+102,518