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
1701
$319K ﹤0.01%
3,295
-207
1702
$318K ﹤0.01%
2,739
+315
1703
$317K ﹤0.01%
2,376
-219
1704
$317K ﹤0.01%
2,846
-4,046
1705
$316K ﹤0.01%
+1,941
1706
$316K ﹤0.01%
20,671
+8,607
1707
$316K ﹤0.01%
1,164
+269
1708
$315K ﹤0.01%
3,378
-2,056
1709
$314K ﹤0.01%
7,587
-1,595
1710
$314K ﹤0.01%
17,721
-3,870
1711
$313K ﹤0.01%
6,920
-3,158
1712
$313K ﹤0.01%
1,567
-134
1713
$312K ﹤0.01%
+6,145
1714
$311K ﹤0.01%
5,954
+60
1715
$311K ﹤0.01%
14,682
-4,568
1716
$311K ﹤0.01%
38,066
-3,463
1717
$311K ﹤0.01%
+20,062
1718
$311K ﹤0.01%
+3,998
1719
$310K ﹤0.01%
2,199
+439
1720
$309K ﹤0.01%
5,107
-3,409
1721
$309K ﹤0.01%
26,675
1722
$309K ﹤0.01%
2,037
+90
1723
$308K ﹤0.01%
+5,342
1724
$307K ﹤0.01%
6,705
-1,258
1725
$307K ﹤0.01%
7,394
-7,242