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
$41B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,335
New
Increased
Reduced
Closed

Top Buys

1 +$1.24B
2 +$624M
3 +$472M
4
AMZN icon
Amazon
AMZN
+$338M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$234M

Top Sells

1 +$1.88B
2 +$736M
3 +$692M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$616M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$487M

Sector Composition

1 Technology 9.67%
2 Financials 3.76%
3 Consumer Discretionary 2.84%
4 Healthcare 2.47%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$123M 0.3%
4,543,207
-708,690
52
$123M 0.3%
2,597,305
-161,974
53
$121M 0.3%
3,261,298
-539,582
54
$120M 0.29%
979,034
-75,825
55
$113M 0.28%
1,047,766
-67,714
56
$109M 0.27%
1,715,870
-1,788,823
57
$106M 0.26%
1,502,263
+999,084
58
$99.4M 0.24%
109,294
-284,523
59
$97.1M 0.24%
671,284
-60,932
60
$91.8M 0.22%
1,205,740
+74,198
61
$91.1M 0.22%
465,227
-30,207
62
$89.8M 0.22%
+175,659
63
$89.5M 0.22%
1,927,538
+189,543
64
$88.3M 0.22%
575,101
+12,533
65
$87.9M 0.21%
853,156
+26,953
66
$87.8M 0.21%
1,161,166
+330,957
67
$86.3M 0.21%
514,888
-64,608
68
$84.8M 0.21%
500,931
+156,123
69
$84.8M 0.21%
111,584
-591,250
70
$83.8M 0.2%
1,506,346
-744,667
71
$82.1M 0.2%
259,738
-26,020
72
$80.3M 0.2%
1,884,413
+248,947
73
$75M 0.18%
148,301
-240,102
74
$71.4M 0.17%
428,498
-10,573
75
$69.5M 0.17%
2,539,023
+161,101