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
$59.9B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,729
New
Increased
Reduced
Closed

Top Buys

1
+$1.53B
2
+$1.04B
3
+$655M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$496M
5
AVGO icon
Broadcom
AVGO
+$333M

Top Sells

1
+$63.3M
2
+$48.3M
3
+$37.1M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$32.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$28.7M

Sector Composition

1 Technology 9.83%
2 Financials 3.85%
3 Consumer Discretionary 2.66%
4 Communication Services 2.45%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CFR icon
1476
Cullen/Frost Bankers
CFR
$8.26B
$842K ﹤0.01%
6,639
-306
AMH icon
1477
American Homes 4 Rent
AMH
$11.5B
$839K ﹤0.01%
25,238
+9,267
ALC icon
1478
Alcon
ALC
$38.7B
$838K ﹤0.01%
11,241
+1,363
CRI icon
1479
Carter's
CRI
$1.18B
$837K ﹤0.01%
+29,650
HUN icon
1480
Huntsman Corp
HUN
$1.84B
$834K ﹤0.01%
92,927
+51,784
NWS icon
1481
News Corp Class B
NWS
$16.5B
$832K ﹤0.01%
24,073
+1,129
HWC icon
1482
Hancock Whitney
HWC
$5.49B
$830K ﹤0.01%
13,260
+327
SPIB icon
1483
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$827K ﹤0.01%
24,413
-2,085
SW
1484
Smurfit Westrock
SW
$19.4B
$827K ﹤0.01%
19,433
-5,887
BLD icon
1485
TopBuild
BLD
$12.2B
$825K ﹤0.01%
2,110
+279
AMCR icon
1486
Amcor
AMCR
$19B
$822K ﹤0.01%
100,506
-70,267
BRBR icon
1487
BellRing Brands
BRBR
$3.82B
$822K ﹤0.01%
22,604
+18,321
SPYC icon
1488
Simplify US Equity PLUS Convexity ETF
SPYC
$93.1M
$820K ﹤0.01%
19,132
-2,686
CIVI icon
1489
Civitas Resources
CIVI
$2.5B
$816K ﹤0.01%
25,107
+7,820
AAT
1490
American Assets Trust
AAT
$1.17B
$812K ﹤0.01%
39,954
+12,227
Z icon
1491
Zillow
Z
$18.1B
$810K ﹤0.01%
10,514
-2,458
JPSE icon
1492
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$524M
$810K ﹤0.01%
16,254
+2,013
RMBS icon
1493
Rambus
RMBS
$10.1B
$808K ﹤0.01%
7,759
+1,295
FLIN icon
1494
Franklin FTSE India ETF
FLIN
$2.6B
$807K ﹤0.01%
21,652
AGO icon
1495
Assured Guaranty
AGO
$4.16B
$804K ﹤0.01%
9,502
+5,985
SUSC icon
1496
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$802K ﹤0.01%
34,056
+460
BKLC icon
1497
BNY Mellon US Large Cap Core Equity ETF
BKLC
$4.88B
$800K ﹤0.01%
6,231
-190
DECK icon
1498
Deckers Outdoor
DECK
$14.7B
$799K ﹤0.01%
7,879
-4,140
PUK icon
1499
Prudential
PUK
$36.9B
$796K ﹤0.01%
+28,433
XT icon
1500
iShares Future Exponential Technologies ETF
XT
$3.69B
$793K ﹤0.01%
11,019
-132
58 59
60
61 62