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
326
$2.49M 0.04%
51,396
+2,196
327
$2.49M 0.04%
609,244
+364,682
328
$2.48M 0.04%
15,338
-475
329
$2.48M 0.04%
62,414
+5,910
330
$2.47M 0.04%
134,535
-49,349
331
$2.46M 0.04%
48,953
+4,137
332
$2.45M 0.04%
12,788
-4
333
$2.44M 0.04%
17,483
+758
334
$2.44M 0.04%
23,810
+3,400
335
$2.43M 0.04%
+21,606
336
$2.43M 0.04%
7,165
+581
337
$2.42M 0.04%
96,109
-11,505
338
$2.4M 0.04%
6,504
+841
339
$2.4M 0.04%
25,599
-9,668
340
$2.37M 0.04%
15,094
+9,356
341
$2.34M 0.04%
88,992
-90,536
342
$2.33M 0.04%
30,372
+3,014
343
$2.32M 0.04%
11,152
+243
344
$2.31M 0.03%
148,590
-591
345
$2.31M 0.03%
44,950
+12,348
346
$2.3M 0.03%
77,323
-15,213
347
$2.27M 0.03%
19,815
+2,096
348
$2.26M 0.03%
39,318
-6,027
349
$2.26M 0.03%
22,135
-32,122
350
$2.25M 0.03%
11,975
-3,190
12 13
14
15 16