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
1001
$268K ﹤0.01%
15,421
+3,222
1002
$268K ﹤0.01%
+2,396
1003
$268K ﹤0.01%
+12,180
1004
$267K ﹤0.01%
2,220
-114
1005
$267K ﹤0.01%
+19,350
1006
$267K ﹤0.01%
7,915
+621
1007
$266K ﹤0.01%
+26
1008
$265K ﹤0.01%
9,634
+2,347
1009
$265K ﹤0.01%
82,185
-6,479
1010
$262K ﹤0.01%
9,661
-1,408
1011
$261K ﹤0.01%
+10,450
1012
$259K ﹤0.01%
1,829
-270
1013
$259K ﹤0.01%
12,000
1014
$259K ﹤0.01%
29,710
+7,205
1015
$258K ﹤0.01%
6,594
+144
1016
$257K ﹤0.01%
21,808
+240
1017
$256K ﹤0.01%
4,390
-5,393
1018
$256K ﹤0.01%
8,755
-1,381
1019
$256K ﹤0.01%
+15,028
1020
$255K ﹤0.01%
+2,031
1021
$255K ﹤0.01%
1,560
+182
1022
$255K ﹤0.01%
1,354
+105
1023
$255K ﹤0.01%
+1,480
1024
$254K ﹤0.01%
3,976
-90
1025
$254K ﹤0.01%
23,557
-6,973
39 40
41
42 43