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
1226
$23K ﹤0.01%
+10,014
1227
$19K ﹤0.01%
+673
1228
$19K ﹤0.01%
+14,548
1229
$19K ﹤0.01%
+750
1230
$17K ﹤0.01%
+2,345
1231
$14K ﹤0.01%
+25,000
1232
$12K ﹤0.01%
+15,366
1233
0
1234
$7K ﹤0.01%
+14,106
1235
$5K ﹤0.01%
+47,500
1236
$2K ﹤0.01%
+11,582
1237
-15,199
1238
-13,728
1239
-4,102
1240
-4,762
1241
-9,210
1242
-3,324
1243
-12,981
1244
-4,521
1245
-10,111
1246
-16,867
1247
-18,491
1248
-8,170
1249
-4,460
1250
-2,528