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
401
$8.21M 0.02%
195,140
-2,455
402
$8.2M 0.02%
352,110
-6,888
403
$8.16M 0.02%
102,038
-72,247
404
$8.16M 0.02%
95,597
-11,947
405
$8.16M 0.02%
+134,148
406
$8.14M 0.02%
81,274
-25,553
407
$8.13M 0.02%
381,056
+56,614
408
$8.06M 0.02%
95,194
-6,973
409
$8M 0.02%
357,059
-2,497
410
$7.98M 0.02%
+27,525
411
$7.98M 0.02%
170,227
+144,327
412
$7.96M 0.02%
+72,945
413
$7.92M 0.02%
298,248
-23,355
414
$7.92M 0.02%
130,051
-44,209
415
$7.89M 0.02%
130,229
-41,082
416
$7.86M 0.02%
60,871
+8,873
417
$7.85M 0.02%
78,172
-6,791
418
$7.8M 0.02%
175,669
+165,722
419
$7.76M 0.02%
34,587
-3,698
420
$7.75M 0.02%
65,937
+11,037
421
$7.75M 0.02%
135,076
-37,470
422
$7.73M 0.02%
12,156
+633
423
$7.69M 0.02%
354,561
-5,637
424
$7.68M 0.02%
+115,040
425
$7.68M 0.02%
176,931
+11,336