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
326
$11.8M 0.03%
676,024
-277,586
327
$11.8M 0.03%
195,887
+66,675
328
$11.8M 0.03%
52,403
-340
329
$11.7M 0.03%
163,143
+72,513
330
$11.7M 0.03%
56,637
-2,585
331
$11.6M 0.03%
92,423
-20,750
332
$11.5M 0.03%
+85,199
333
$11.4M 0.03%
79,195
+9,036
334
$11.3M 0.03%
233,915
+63,327
335
$11.3M 0.03%
22,607
-196,879
336
$11.2M 0.03%
347,164
-34,526
337
$11.1M 0.03%
48,331
+4,498
338
$11.1M 0.03%
136,584
-5,657
339
$11.1M 0.03%
244,375
-101,492
340
$11.1M 0.03%
84,201
-906
341
$10.9M 0.03%
86,781
-5,683
342
$10.9M 0.03%
61,656
+42,634
343
$10.9M 0.03%
241,156
-16,754
344
$10.9M 0.03%
120,231
+97,818
345
$10.6M 0.03%
234,921
+5,617
346
$10.6M 0.03%
482,618
+64,750
347
$10.6M 0.03%
37,176
-482,161
348
$10.5M 0.03%
+160,124
349
$10.5M 0.03%
86,258
+63,801
350
$10.4M 0.03%
69,152
-7,034
12 13
14
15 16