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
51
$22.4M 0.34%
376,076
+28,647
52
$22.3M 0.34%
126,635
+1,912
53
$22.1M 0.33%
70,993
+11,896
54
$21.7M 0.33%
77,995
+48,350
55
$21.4M 0.32%
1,231,995
-26,451
56
$21.2M 0.32%
125,161
+118,135
57
$20.1M 0.3%
577,945
+1,117
58
$19.9M 0.3%
71,506
+5,116
59
$19.9M 0.3%
183,650
+168,299
60
$19.6M 0.3%
104,788
+61,786
61
$19.2M 0.29%
199,488
+8,506
62
$19.1M 0.29%
+369,924
63
$18.7M 0.28%
93,298
-28,848
64
$17.6M 0.26%
446,289
+26,211
65
$16.5M 0.25%
201,872
-3,613
66
$16.3M 0.25%
376,804
+140,197
67
$16.3M 0.24%
185,520
+7,569
68
$16.1M 0.24%
104,670
+10,085
69
$15.5M 0.23%
715,084
-205,315
70
$15.2M 0.23%
567,621
+184,679
71
$14.9M 0.22%
143,258
-6,952
72
$14.5M 0.22%
243,644
+68,481
73
$14.4M 0.22%
+373,305
74
$13.9M 0.21%
72,781
+5,540
75
$13.6M 0.2%
+501,835