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
451
$1.52M 0.02%
6,879
-572
452
$1.52M 0.02%
+77,696
453
$1.52M 0.02%
+38,659
454
$1.52M 0.02%
83,254
+37,659
455
$1.52M 0.02%
11,098
+2,597
456
$1.52M 0.02%
+37,212
457
$1.52M 0.02%
69,156
-920
458
$1.51M 0.02%
61,335
+41,125
459
$1.47M 0.02%
11,723
+642
460
$1.47M 0.02%
57,188
+1,532
461
$1.45M 0.02%
48,557
+875
462
$1.44M 0.02%
22,265
-16,292
463
$1.44M 0.02%
59,019
-34,991
464
$1.44M 0.02%
2,564
+1,758
465
$1.43M 0.02%
36,573
-142
466
$1.43M 0.02%
68,112
+120
467
$1.42M 0.02%
+12,810
468
$1.41M 0.02%
58,981
-266
469
$1.41M 0.02%
46,945
-5,677
470
$1.41M 0.02%
25,609
+4,100
471
$1.4M 0.02%
19,924
+6,571
472
$1.4M 0.02%
18,345
473
$1.4M 0.02%
3,371
+44
474
$1.39M 0.02%
42,245
-165
475
$1.39M 0.02%
208,620
+6,302