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
101
$10.5M 0.16%
320,775
-42,866
102
$10.5M 0.16%
75,636
+7,460
103
$10.5M 0.16%
209,370
+101,547
104
$10.4M 0.16%
431,538
+44,964
105
$10.4M 0.16%
143,842
+6,549
106
$10.3M 0.16%
+129,888
107
$10.2M 0.15%
89,481
-8,299
108
$10.2M 0.15%
+245,316
109
$9.94M 0.15%
467,347
+445,429
110
$9.85M 0.15%
349,847
-5,669
111
$9.77M 0.15%
73,758
+12,322
112
$9.58M 0.14%
229,392
-108,031
113
$9.55M 0.14%
64,683
-7,809
114
$9.45M 0.14%
+213,192
115
$9.42M 0.14%
75,934
+467
116
$9.29M 0.14%
88,224
+7,841
117
$9.28M 0.14%
185,490
+15,530
118
$9.08M 0.14%
179,916
+20,033
119
$8.8M 0.13%
39,742
-222
120
$8.8M 0.13%
24,794
+2,089
121
$8.7M 0.13%
19,714
-3,564
122
$8.52M 0.13%
256,770
+10,820
123
$8.5M 0.13%
43,129
+12,463
124
$8.4M 0.13%
56,321
+1,480
125
$8.26M 0.12%
226,527
+8,261