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
$41B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,335
New
Increased
Reduced
Closed

Top Buys

1 +$1.24B
2 +$624M
3 +$472M
4
AMZN icon
Amazon
AMZN
+$338M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$234M

Top Sells

1 +$1.88B
2 +$736M
3 +$692M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$616M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$487M

Sector Composition

1 Technology 9.67%
2 Financials 3.76%
3 Consumer Discretionary 2.84%
4 Healthcare 2.47%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$37.8M 0.09%
183,795
+21,861
127
$37.3M 0.09%
+329,702
128
$37.2M 0.09%
+606,115
129
$36.5M 0.09%
359,219
-18,254
130
$36.3M 0.09%
125,161
-13,264
131
$35.9M 0.09%
181,389
+16,397
132
$35.6M 0.09%
1,278,036
-2,698,128
133
$35.2M 0.09%
1,547,089
-1,056,243
134
$35.2M 0.09%
142,591
+13,857
135
$35.2M 0.09%
673,837
+438,096
136
$34M 0.08%
223,630
-11,715
137
$33.5M 0.08%
180,940
-10,147
138
$32.6M 0.08%
+720,101
139
$32.5M 0.08%
1,282,333
-318,601
140
$32.5M 0.08%
621,653
-20,355
141
$32.1M 0.08%
1,429,931
+65,778
142
$31.9M 0.08%
292,558
-28,313
143
$31.4M 0.08%
49,796
-6,375
144
$30.9M 0.08%
+1,249,535
145
$30.4M 0.07%
+116,537
146
$30.2M 0.07%
+418,452
147
$29.5M 0.07%
506,633
-1,427,498
148
$29.2M 0.07%
323,019
+128,433
149
$28.9M 0.07%
126,651
-228,082
150
$28.9M 0.07%
55,273
+2,866