Mercer Global Advisors Portfolio holdings
AUM
$44.5B
This Quarter Return
+6.8%
1 Year Return
+12.22%
3 Year Return
+48.64%
5 Year Return
+80.05%
10 Year Return
–
AUM
$6.65B
AUM Growth
+$6.65B
(+21%)
Cap. Flow
+$1.02B
Cap. Flow
% of AUM
15.37%
Top 10 Holdings %
Top 10 Hldgs %
30.68%
Holding
1,289
New
279
Increased
581
Reduced
363
Closed
53
Top Buys
| 1 |
Apple
AAPL
|
$147M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$53.5M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$45.2M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$39.4M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$33.9M |
Top Sells
| 1 |
COUP
Coupa Software Incorporated
COUP
|
$20.3M |
| 2 |
Mastercard
MA
|
$6.95M |
| 3 |
Visa
V
|
$5.77M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$5.27M |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$5.07M |
Sector Composition
| 1 | Technology | 9.32% |
| 2 | Healthcare | 4.71% |
| 3 | Consumer Discretionary | 4.02% |
| 4 | Financials | 3.9% |
| 5 | Communication Services | 3.07% |
