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
526
$1.1M 0.02%
7,691
-783
527
$1.1M 0.02%
4,975
-226
528
$1.09M 0.02%
62,740
-7,047
529
$1.09M 0.02%
+21,840
530
$1.09M 0.02%
136,683
-102,747
531
$1.08M 0.02%
11,739
+621
532
$1.08M 0.02%
17,587
-575
533
$1.08M 0.02%
13,560
+643
534
$1.08M 0.02%
+19,515
535
$1.08M 0.02%
8,846
-917
536
$1.06M 0.02%
7,295
-873
537
$1.06M 0.02%
31,549
+1,002
538
$1.06M 0.02%
22,486
+4,015
539
$1.05M 0.02%
7,359
+108
540
$1.04M 0.02%
10,437
-782
541
$1.04M 0.02%
35,392
-5,606
542
$1.03M 0.02%
10,117
+4,456
543
$1.02M 0.02%
16,435
+7,321
544
$1.02M 0.02%
4,785
+2,120
545
$1.02M 0.02%
+76,015
546
$1.02M 0.02%
+27,748
547
$1.02M 0.02%
9,974
+2,729
548
$1.01M 0.02%
27,829
+14,519
549
$1.01M 0.02%
24,074
+12,038
550
$1M 0.02%
12,934
+1,940