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
76
$13.4M 0.2%
39,626
-20,541
77
$13.3M 0.2%
77,907
+2,444
78
$13.2M 0.2%
285,502
-7,020
79
$13.1M 0.2%
166,098
+15,042
80
$13.1M 0.2%
+501,880
81
$13.1M 0.2%
178,600
+30,320
82
$12.9M 0.19%
60,914
+13,995
83
$12.9M 0.19%
+2,437,059
84
$12.8M 0.19%
117,613
+8,828
85
$12.5M 0.19%
196,462
-1,263
86
$12.4M 0.19%
456,896
+15,548
87
$12.3M 0.18%
77,829
+505
88
$12.2M 0.18%
166,960
+31,240
89
$12.2M 0.18%
119,409
-1,589
90
$12.1M 0.18%
102,562
+5,911
91
$12.1M 0.18%
184,055
+2,599
92
$11.7M 0.18%
45,956
+1,250
93
$11.3M 0.17%
838,240
+218,200
94
$11.3M 0.17%
52,373
-2,111
95
$11.3M 0.17%
101,729
+6,819
96
$11.1M 0.17%
147,800
+847
97
$11M 0.17%
147,249
+2,153
98
$11M 0.17%
145,064
+3,877
99
$10.7M 0.16%
47,416
+11,733
100
$10.6M 0.16%
178,380
+19,264