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
1051
$237K ﹤0.01%
1,699
-15
1052
$236K ﹤0.01%
11,628
-104
1053
$236K ﹤0.01%
8,136
-1,508
1054
$235K ﹤0.01%
7,720
+238
1055
$234K ﹤0.01%
6,104
-2,285
1056
$234K ﹤0.01%
16,092
+1,932
1057
$234K ﹤0.01%
15,029
+462
1058
$233K ﹤0.01%
10,821
-1,340
1059
$233K ﹤0.01%
+48,655
1060
$232K ﹤0.01%
+4,607
1061
$230K ﹤0.01%
+14,660
1062
$230K ﹤0.01%
2,470
+243
1063
$230K ﹤0.01%
5,266
+82
1064
$229K ﹤0.01%
+6,330
1065
$228K ﹤0.01%
+2,480
1066
$228K ﹤0.01%
3,652
+371
1067
$227K ﹤0.01%
+5,658
1068
$227K ﹤0.01%
+12,418
1069
$227K ﹤0.01%
+821
1070
$225K ﹤0.01%
16,971
-56,459
1071
$225K ﹤0.01%
+898
1072
$224K ﹤0.01%
+15,760
1073
$224K ﹤0.01%
6,868
+457
1074
$224K ﹤0.01%
+15,618
1075
$223K ﹤0.01%
13,474
-5,294