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
SANM icon
1551
Sanmina
SANM
$8.63B
$701K ﹤0.01%
6,093
+431
MUNI icon
1552
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.42B
$700K ﹤0.01%
13,393
+1,580
OLED icon
1553
Universal Display
OLED
$5.67B
$699K ﹤0.01%
4,869
+200
DTD icon
1554
WisdomTree US Total Dividend Fund
DTD
$1.48B
$699K ﹤0.01%
8,321
+4,805
FDL icon
1555
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.12B
$697K ﹤0.01%
16,062
+5,708
CYBR icon
1556
CyberArk
CYBR
$22.7B
$696K ﹤0.01%
1,440
-3,932
MTD icon
1557
Mettler-Toledo International
MTD
$28.9B
$695K ﹤0.01%
566
+84
WTS icon
1558
Watts Water Technologies
WTS
$9.38B
$695K ﹤0.01%
2,489
+927
HWBK icon
1559
Hawthorn Bancshares
HWBK
$242M
$695K ﹤0.01%
22,375
+3,286
IDMO icon
1560
Invesco S&P International Developed Momentum ETF
IDMO
$2.32B
$694K ﹤0.01%
+12,856
BIP icon
1561
Brookfield Infrastructure Partners
BIP
$15.8B
$693K ﹤0.01%
21,081
+1,075
UDIV icon
1562
Franklin US Core Dividend Tilt Index ETF
UDIV
$109M
$692K ﹤0.01%
+13,206
IMPP icon
1563
Imperial Petroleum
IMPP
$149M
$690K ﹤0.01%
+160,000
DOC icon
1564
Healthpeak Properties
DOC
$11.6B
$686K ﹤0.01%
35,807
+5,319
FLR icon
1565
Fluor
FLR
$6.99B
$686K ﹤0.01%
16,299
+4,593
BMNR
1566
BitMine Immersion Technologies
BMNR
$13.2B
$685K ﹤0.01%
+13,708
EWJ icon
1567
iShares MSCI Japan ETF
EWJ
$16.1B
$685K ﹤0.01%
8,542
+1,190
FBIN icon
1568
Fortune Brands Innovations
FBIN
$6.22B
$685K ﹤0.01%
12,822
+1,285
SGVT
1569
Schwab Government Money Market ETF
SGVT
$431M
$683K ﹤0.01%
+6,790
CUBE icon
1570
CubeSmart
CUBE
$8.33B
$681K ﹤0.01%
16,739
+7,256
FEZ icon
1571
SPDR Euro Stoxx 50 ETF
FEZ
$4.9B
$679K ﹤0.01%
10,924
+5,361
BBLU icon
1572
EA Bridgeway Blue Chip ETF
BBLU
$352M
$676K ﹤0.01%
44,975
+350
CTRE icon
1573
CareTrust REIT
CTRE
$8.17B
$676K ﹤0.01%
19,482
+6,972
CGGO icon
1574
Capital Group Global Growth Equity ETF
CGGO
$7.96B
$675K ﹤0.01%
19,764
+7,959
IDU icon
1575
iShares US Utilities ETF
IDU
$1.77B
$673K ﹤0.01%
6,069
+555