Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
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 +$44.7M
3 +$39.6M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$33.5M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$27.6M

Top Sells

1 +$21.6M
2 +$18M
3 +$6.68M
4
V icon
Visa
V
+$5.76M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.27M

Sector Composition

1 Technology 9.29%
2 Healthcare 4.71%
3 Consumer Discretionary 4.02%
4 Financials 3.9%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
-8,170
1252
-4,460
1253
-2,528
1254
-3,159
1255
-10,010
1256
-3,830
1257
-8,919
1258
-8,725
1259
-57,844
1260
-7,328
1261
-14,412
1262
-6,637
1263
-2,951
1264
-3,102
1265
-2,687
1266
-7,574
1267
-11,665
1268
-2,928
1269
-11,586
1270
-25,675
1271
-3,309
1272
-8,489
1273
-1,842
1274
-3,826
1275
-3,750