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
126
$8.25M 0.12%
282,365
+121,050
127
$8.15M 0.12%
29,738
-73,915
128
$8.14M 0.12%
+161,048
129
$8.01M 0.12%
12,822
+1,529
130
$7.87M 0.12%
130,600
+21,365
131
$7.85M 0.12%
37,429
+6,903
132
$7.78M 0.12%
15,859
+2,763
133
$7.75M 0.12%
167,391
+10,909
134
$7.69M 0.12%
69,075
+4,242
135
$7.67M 0.12%
94,438
-33
136
$7.48M 0.11%
130,265
+116,345
137
$7.4M 0.11%
44,968
+3,775
138
$7.34M 0.11%
+168,757
139
$7.32M 0.11%
24,914
+2,606
140
$7.3M 0.11%
178,762
+8,508
141
$7.25M 0.11%
62,343
-742
142
$7.22M 0.11%
76,160
+5,183
143
$7.22M 0.11%
43,562
+7,046
144
$7.2M 0.11%
+104,864
145
$7.15M 0.11%
412,036
+319,984
146
$7.14M 0.11%
46,324
+6,127
147
$7.01M 0.11%
100,996
+37,273
148
$6.91M 0.1%
76,329
-2,052
149
$6.9M 0.1%
91,397
+79,215
150
$6.82M 0.1%
+343,490