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
451
$7.05M 0.02%
42,929
-791
452
$6.96M 0.02%
40,112
-9,454
453
$6.95M 0.02%
58,628
-1,610
454
$6.9M 0.02%
251,714
+77,914
455
$6.87M 0.02%
70,779
+3,450
456
$6.83M 0.02%
14,419
+4,163
457
$6.78M 0.02%
77,081
-16,324
458
$6.74M 0.02%
125,319
-5,327
459
$6.74M 0.02%
36,764
+4,462
460
$6.72M 0.02%
+92,337
461
$6.72M 0.02%
126,582
+86,909
462
$6.71M 0.02%
24,922
-3,291
463
$6.7M 0.02%
22,371
+10,102
464
$6.66M 0.02%
311,976
+30,865
465
$6.6M 0.02%
+29,998
466
$6.6M 0.02%
73,875
-9,459
467
$6.6M 0.02%
131,641
+1,931
468
$6.59M 0.02%
30,571
-8,710,845
469
$6.59M 0.02%
42,616
+5,370
470
$6.58M 0.02%
34,131
-894
471
$6.58M 0.02%
104,171
+57,009
472
$6.57M 0.02%
82,808
-5,474
473
$6.52M 0.02%
40,850
-35,469
474
$6.51M 0.02%
48,431
+3,021
475
$6.45M 0.02%
141,976
-37,271