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
301
$2.82M 0.04%
504,486
+42,802
302
$2.82M 0.04%
183,435
+9,265
303
$2.8M 0.04%
106,853
+8,219
304
$2.79M 0.04%
118,600
+84,500
305
$2.77M 0.04%
59,489
+385
306
$2.76M 0.04%
40,543
-1,644
307
$2.75M 0.04%
8,415
+1,888
308
$2.73M 0.04%
60,779
-13,987
309
$2.72M 0.04%
62,817
-16,192
310
$2.69M 0.04%
33,496
-2,649
311
$2.68M 0.04%
23,380
+921
312
$2.68M 0.04%
+86,840
313
$2.65M 0.04%
48,835
+5,368
314
$2.64M 0.04%
33,116
+1,072
315
$2.63M 0.04%
22,038
+3,056
316
$2.63M 0.04%
100,732
-8
317
$2.61M 0.04%
24,615
+1,645
318
$2.59M 0.04%
22,615
-1,117
319
$2.58M 0.04%
33,046
+4,181
320
$2.51M 0.04%
27,946
+5,621
321
$2.51M 0.04%
9,351
+522
322
$2.51M 0.04%
+50,000
323
$2.51M 0.04%
43,394
+67
324
$2.5M 0.04%
+19,078
325
$2.5M 0.04%
1,460
-8
11 12
13
14 15