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
426
$1.66M 0.03%
123,515
+23,637
427
$1.66M 0.02%
+101,751
428
$1.66M 0.02%
68,352
-7,831
429
$1.65M 0.02%
15,278
+918
430
$1.65M 0.02%
65,696
-92,029
431
$1.64M 0.02%
52,958
-8,397
432
$1.64M 0.02%
23,772
+51
433
$1.64M 0.02%
21,398
-1,757
434
$1.63M 0.02%
9,808
+1,983
435
$1.63M 0.02%
29,281
+3,450
436
$1.62M 0.02%
56,595
-950
437
$1.62M 0.02%
17,277
-46,676
438
$1.61M 0.02%
90,313
+3,375
439
$1.61M 0.02%
30,865
+5,105
440
$1.61M 0.02%
57,344
-954
441
$1.59M 0.02%
141,499
+106,565
442
$1.59M 0.02%
6,690
+982
443
$1.59M 0.02%
22,990
-1,297
444
$1.58M 0.02%
7,829
-185
445
$1.58M 0.02%
14,054
-57
446
$1.57M 0.02%
+42,933
447
$1.56M 0.02%
21,783
-3,206
448
$1.56M 0.02%
63,927
-284
449
$1.56M 0.02%
17,019
-33,099
450
$1.54M 0.02%
16,809
-90