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
351
$2.25M 0.03%
21,118
+13,256
352
$2.25M 0.03%
60,595
+11,770
353
$2.25M 0.03%
84,748
+20,644
354
$2.24M 0.03%
18,261
-2,288
355
$2.24M 0.03%
22,324
+977
356
$2.24M 0.03%
4,756
+2,687
357
$2.23M 0.03%
61,257
+17,776
358
$2.22M 0.03%
38,747
+4,532
359
$2.22M 0.03%
57,792
+9,404
360
$2.22M 0.03%
118,198
+17,994
361
$2.21M 0.03%
44,557
-102,266
362
$2.2M 0.03%
61,301
-4,509
363
$2.19M 0.03%
17,333
+342
364
$2.19M 0.03%
+28,777
365
$2.19M 0.03%
17,283
-352
366
$2.15M 0.03%
49,850
-173
367
$2.13M 0.03%
81,384
+13,916
368
$2.13M 0.03%
59,748
+409
369
$2.11M 0.03%
89,861
-62,494
370
$2.11M 0.03%
36,654
+1,255
371
$2.1M 0.03%
25,666
-2,082
372
$2.08M 0.03%
56,291
+8,587
373
$2.08M 0.03%
95,400
+29,835
374
$2.07M 0.03%
25,214
+11,613
375
$2.06M 0.03%
55,075
+6,050