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
1101
$208K ﹤0.01%
+15,252
1102
$208K ﹤0.01%
15,328
+237
1103
$208K ﹤0.01%
4,098
+50
1104
$207K ﹤0.01%
+17,199
1105
$207K ﹤0.01%
+5,343
1106
$207K ﹤0.01%
+8,387
1107
$207K ﹤0.01%
+1,897
1108
$206K ﹤0.01%
+3,429
1109
$206K ﹤0.01%
+5,626
1110
$205K ﹤0.01%
+9,971
1111
$205K ﹤0.01%
+5,981
1112
$204K ﹤0.01%
+3,500
1113
$204K ﹤0.01%
+2,965
1114
$204K ﹤0.01%
+2,394
1115
$202K ﹤0.01%
+3,174
1116
$201K ﹤0.01%
+1,593
1117
$200K ﹤0.01%
12,812
-11,670
1118
$200K ﹤0.01%
11,814
+3,752
1119
$198K ﹤0.01%
17,430
1120
$196K ﹤0.01%
19,620
-8,827
1121
$193K ﹤0.01%
+20,000
1122
$192K ﹤0.01%
+15,652
1123
$191K ﹤0.01%
19,849
-22,444
1124
$191K ﹤0.01%
+12,986
1125
$189K ﹤0.01%
+3,050