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
551
$999K 0.02%
83,772
+784
552
$998K 0.02%
17,368
-71
553
$998K 0.02%
81,272
+29,370
554
$996K 0.02%
20,491
-15,615
555
$993K 0.01%
5,589
+526
556
$985K 0.01%
2,051
+1,007
557
$982K 0.01%
6,783
-1,184
558
$973K 0.01%
115,187
+67
559
$971K 0.01%
+12,089
560
$971K 0.01%
24,415
+3,581
561
$970K 0.01%
33,684
+244
562
$968K 0.01%
17,849
+2,409
563
$966K 0.01%
5,482
+169
564
$965K 0.01%
4,331
+353
565
$964K 0.01%
44,463
+131
566
$958K 0.01%
9,320
+4,509
567
$957K 0.01%
51,622
-3,285
568
$952K 0.01%
18,233
-1,226
569
$948K 0.01%
26,889
+5,623
570
$945K 0.01%
4,420
-41
571
$943K 0.01%
+67,567
572
$929K 0.01%
67,155
-27,019
573
$919K 0.01%
11,006
-2,248
574
$916K 0.01%
16,635
-2,308
575
$911K 0.01%
11,416
+2,564