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
1201
$57K ﹤0.01%
+11,338
1202
$54K ﹤0.01%
+11,767
1203
$52K ﹤0.01%
+10,067
1204
$49K ﹤0.01%
+17,783
1205
$45K ﹤0.01%
+11,523
1206
$45K ﹤0.01%
+1,662
1207
$44K ﹤0.01%
+63,073
1208
$44K ﹤0.01%
+15,192
1209
$44K ﹤0.01%
+14,832
1210
$42K ﹤0.01%
+15,500
1211
$41K ﹤0.01%
+10,405
1212
$41K ﹤0.01%
+33,393
1213
$41K ﹤0.01%
+10,284
1214
$35K ﹤0.01%
+2,032
1215
$34K ﹤0.01%
+26,520
1216
$34K ﹤0.01%
+2,293
1217
$32K ﹤0.01%
+3,129
1218
$31K ﹤0.01%
+669
1219
$30K ﹤0.01%
+19,963
1220
$29K ﹤0.01%
+2,655
1221
$29K ﹤0.01%
+15,885
1222
$28K ﹤0.01%
+18,275
1223
$24K ﹤0.01%
+1,378
1224
$24K ﹤0.01%
+30,196
1225
$23K ﹤0.01%
+2,248