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
26
$294M 0.72%
5,874,264
-84,941
27
$279M 0.68%
2,187,615
-145,717
28
$276M 0.67%
11,897,313
-29,853,225
29
$265M 0.65%
455,161
-1,057,837
30
$250M 0.61%
774,884
-10,936
31
$239M 0.58%
1,341,256
-472,053
32
$209M 0.51%
1,101,174
-53,951
33
$206M 0.5%
352,294
-33,616
34
$192M 0.47%
3,837,026
-620,447
35
$190M 0.46%
10,254,241
-11,925,313
36
$189M 0.46%
+416,322
37
$187M 0.46%
834,525
-117,479
38
$184M 0.45%
1,183,246
-134,423
39
$181M 0.44%
957,789
-261,137
40
$174M 0.42%
659,318
+151,307
41
$160M 0.39%
1,515,932
-262,249
42
$154M 0.38%
384,560
-49,346
43
$151M 0.37%
1,697,997
-225,475
44
$138M 0.34%
1,529,950
-770,744
45
$138M 0.34%
341,500
+28,978
46
$135M 0.33%
563,544
-143,307
47
$134M 0.33%
329,816
+44,786
48
$134M 0.33%
1,502,360
+676,350
49
$130M 0.32%
334,730
-21,058
50
$125M 0.31%
1,604,768
-233,474