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
951
$308K ﹤0.01%
7,763
-12,124
952
$308K ﹤0.01%
8,984
-2,228
953
$308K ﹤0.01%
+7,058
954
$307K ﹤0.01%
782
-14
955
$307K ﹤0.01%
17,959
-2,890
956
$305K ﹤0.01%
717
-11
957
$305K ﹤0.01%
27,030
-12,070
958
$304K ﹤0.01%
+11,823
959
$304K ﹤0.01%
15,575
-3,882
960
$303K ﹤0.01%
2,371
+49
961
$303K ﹤0.01%
+22,995
962
$303K ﹤0.01%
9,862
+1,937
963
$301K ﹤0.01%
5,476
+133
964
$301K ﹤0.01%
3,724
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965
$300K ﹤0.01%
+5,048
966
$300K ﹤0.01%
4,162
-161
967
$299K ﹤0.01%
5,647
+252
968
$299K ﹤0.01%
+7,118
969
$296K ﹤0.01%
306
+24
970
$296K ﹤0.01%
13,313
+3,020
971
$296K ﹤0.01%
43,029
+2,858
972
$295K ﹤0.01%
1,819
+45
973
$294K ﹤0.01%
25,899
+3,740
974
$294K ﹤0.01%
2,915
+212
975
$294K ﹤0.01%
+40,555