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
501
$1.29M 0.02%
8,257
+2,159
502
$1.27M 0.02%
88,044
+67,584
503
$1.27M 0.02%
6,906
-212
504
$1.27M 0.02%
12,593
+1,047
505
$1.26M 0.02%
13,793
+1,022
506
$1.25M 0.02%
7,674
+703
507
$1.24M 0.02%
+51,135
508
$1.24M 0.02%
+31,289
509
$1.23M 0.02%
114,144
-93,124
510
$1.23M 0.02%
49,300
+1,400
511
$1.22M 0.02%
3,096
-21
512
$1.22M 0.02%
10,755
+8,200
513
$1.22M 0.02%
8,270
-393
514
$1.21M 0.02%
10,408
+4,356
515
$1.2M 0.02%
40,516
-86,926
516
$1.18M 0.02%
38,515
+27,714
517
$1.18M 0.02%
26,791
-5,390
518
$1.18M 0.02%
10,816
-675
519
$1.18M 0.02%
+250,000
520
$1.16M 0.02%
6,802
+1,837
521
$1.14M 0.02%
21,326
-23,539
522
$1.13M 0.02%
41,813
+22,797
523
$1.13M 0.02%
9,075
-422
524
$1.13M 0.02%
23,990
-5,295
525
$1.12M 0.02%
11,970
-696
19 20
21
22 23