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
1026
$253K ﹤0.01%
+4,160
1027
$253K ﹤0.01%
1,762
-1,942
1028
$252K ﹤0.01%
1,038
-193
1029
$252K ﹤0.01%
6,821
+600
1030
$250K ﹤0.01%
4,227
+189
1031
$249K ﹤0.01%
+3,157
1032
$249K ﹤0.01%
28,250
-3,782
1033
$248K ﹤0.01%
1,548
+191
1034
$248K ﹤0.01%
2,592
-354
1035
$248K ﹤0.01%
14,067
+1,859
1036
$247K ﹤0.01%
11,224
-544
1037
$247K ﹤0.01%
+17,780
1038
$246K ﹤0.01%
+10,000
1039
$244K ﹤0.01%
3,023
+321
1040
$244K ﹤0.01%
+1,091
1041
$243K ﹤0.01%
12,766
+2,178
1042
$243K ﹤0.01%
4,679
-4
1043
$242K ﹤0.01%
3,199
-19
1044
$241K ﹤0.01%
8,752
+1,766
1045
$241K ﹤0.01%
8,162
+1,157
1046
$241K ﹤0.01%
+9,796
1047
$239K ﹤0.01%
+14,548
1048
$239K ﹤0.01%
+8,921
1049
$239K ﹤0.01%
+32,403
1050
$238K ﹤0.01%
+4,952