Mercer Global Advisors Portfolio holdings
AUM
$44.5B
1-Year Return
12.22%
This Quarter Return
+6.23%
1 Year Return
+12.22%
3 Year Return
+48.64%
5 Year Return
+80.05%
10 Year Return
–
AUM
$11B
AUM Growth
+$2.99B
(+37%)
Cap. Flow
+$2.76B
Cap. Flow
% of AUM
25.11%
Top 10 Holdings %
Top 10 Hldgs %
26.56%
Holding
1,695
New
348
Increased
807
Reduced
430
Closed
77
Top Buys
| 1 |
Apple
AAPL
|
$275M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$91.7M |
| 3 |
Schwab International Equity ETF
SCHF
|
$90.7M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$89.5M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$79.6M |
Top Sells
Sector Composition
| 1 | Technology | 8.84% |
| 2 | Financials | 4.43% |
| 3 | Consumer Discretionary | 4.01% |
| 4 | Healthcare | 3.93% |
| 5 | Industrials | 3.31% |
