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
476
$1.38M 0.02%
24,941
-2,860
477
$1.38M 0.02%
10,441
-2,995
478
$1.38M 0.02%
12,551
-286
479
$1.38M 0.02%
106,528
+70,800
480
$1.36M 0.02%
43,162
+2,660
481
$1.36M 0.02%
66,699
-7,321
482
$1.35M 0.02%
35,615
-9,829
483
$1.34M 0.02%
+23,766
484
$1.33M 0.02%
21,344
-4,043
485
$1.32M 0.02%
+87,728
486
$1.32M 0.02%
32,897
+275
487
$1.32M 0.02%
18,739
+561
488
$1.32M 0.02%
33,760
-333
489
$1.32M 0.02%
+27,106
490
$1.32M 0.02%
6,554
+2,557
491
$1.32M 0.02%
52,446
-7,215
492
$1.31M 0.02%
52,184
-4,581
493
$1.31M 0.02%
41,170
-455
494
$1.31M 0.02%
24,360
-879
495
$1.3M 0.02%
+30,079
496
$1.3M 0.02%
25,133
+576
497
$1.3M 0.02%
12,055
-455
498
$1.3M 0.02%
125,159
+23,037
499
$1.3M 0.02%
5,712
-124
500
$1.29M 0.02%
42,242
-1,495