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
376
$2.04M 0.03%
69,997
-2,894
377
$2.04M 0.03%
20,649
+8,982
378
$2.03M 0.03%
53,853
-32,982
379
$2.02M 0.03%
72,796
+36,257
380
$2.01M 0.03%
33,242
+3,473
381
$2M 0.03%
46,278
-591
382
$2M 0.03%
26,251
+23,384
383
$1.99M 0.03%
14,447
+10,515
384
$1.99M 0.03%
485,173
385
$1.98M 0.03%
37,821
-2,895
386
$1.96M 0.03%
+33,519
387
$1.95M 0.03%
56,821
+5,453
388
$1.95M 0.03%
8,879
+7,118
389
$1.94M 0.03%
360,392
-5,133
390
$1.94M 0.03%
116,612
-5,160
391
$1.93M 0.03%
77,442
+54,821
392
$1.93M 0.03%
135,850
+200
393
$1.92M 0.03%
41,596
+9,649
394
$1.91M 0.03%
129,902
-332,897
395
$1.91M 0.03%
18,497
+3,369
396
$1.9M 0.03%
16,818
-162
397
$1.9M 0.03%
34,679
+4,715
398
$1.89M 0.03%
+10,393
399
$1.89M 0.03%
19,251
-199
400
$1.88M 0.03%
8,112
+693