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
26
$47.3M 0.71%
3,012,144
+1,437,704
27
$45.8M 0.69%
1,274,906
-734
28
$44.2M 0.67%
169,251
+8,756
29
$43.2M 0.65%
677,502
+100,467
30
$38.7M 0.58%
2,090,922
+181,662
31
$38.2M 0.57%
694,830
-85
32
$37.5M 0.56%
917,733
+185,351
33
$35.5M 0.53%
2,080,888
+518,868
34
$33.5M 0.5%
1,067,947
+50,051
35
$32.8M 0.49%
227,796
+38,316
36
$31.4M 0.47%
914,378
-27,685
37
$31.2M 0.47%
146,476
-4,606
38
$30M 0.45%
2,085,744
-118,712
39
$28.8M 0.43%
193,463
+1,564
40
$27.9M 0.42%
1,294,954
+10,204
41
$27.6M 0.41%
+546,264
42
$27.5M 0.41%
531,464
+13,708
43
$26.6M 0.4%
1,444,083
+25,437
44
$26.2M 0.39%
450,902
+430,345
45
$25.7M 0.39%
998,292
-204,532
46
$25.2M 0.38%
180,985
-5,608
47
$24.7M 0.37%
528,960
+30,999
48
$23.5M 0.35%
344,397
+98,264
49
$23.1M 0.35%
1,401,860
50
$22.5M 0.34%
190,878
+56,809
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