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
401
$1.88M 0.03%
3,342
+353
402
$1.88M 0.03%
9,719
+1,279
403
$1.87M 0.03%
38,859
-882
404
$1.85M 0.03%
+79,093
405
$1.85M 0.03%
6,804
+687
406
$1.85M 0.03%
19,797
-2,403
407
$1.85M 0.03%
460,478
+129,807
408
$1.81M 0.03%
95,457
-3,515
409
$1.8M 0.03%
49,366
-2,047
410
$1.79M 0.03%
+34,335
411
$1.78M 0.03%
52,804
-122,451
412
$1.78M 0.03%
22,973
+2,704
413
$1.77M 0.03%
51,562
+933
414
$1.76M 0.03%
39,356
-91,937
415
$1.76M 0.03%
6,244
-3,685
416
$1.75M 0.03%
52,563
+22,292
417
$1.74M 0.03%
67,207
+13,708
418
$1.72M 0.03%
17,724
+755
419
$1.72M 0.03%
47,733
-4,828
420
$1.7M 0.03%
+32,943
421
$1.7M 0.03%
49,742
+16,972
422
$1.69M 0.03%
36,994
-1,212
423
$1.69M 0.03%
+31,436
424
$1.67M 0.03%
54,251
-748
425
$1.66M 0.03%
7,316
+1,287