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
151
$28.5M 0.07%
203,902
-8,648
152
$28.2M 0.07%
604,440
+77,385
153
$28.1M 0.07%
+365,188
154
$27.8M 0.07%
303,832
-8,047,517
155
$27.7M 0.07%
469,527
+236,338
156
$27.6M 0.07%
349,740
-494,580
157
$27.6M 0.07%
+409,202
158
$27.5M 0.07%
91,750
-253
159
$27.2M 0.07%
274,234
-25,061
160
$27.1M 0.07%
260,620
-16,345
161
$26.9M 0.07%
143,289
-3,843
162
$26.7M 0.07%
99,117
-4,755
163
$26.7M 0.07%
114,751
-165,903
164
$26.2M 0.06%
512,616
+17,189
165
$26.2M 0.06%
216,576
+1,478
166
$25.8M 0.06%
195,536
-23,210
167
$25.8M 0.06%
45,044
-7,620
168
$25.2M 0.06%
51,912
-9,951
169
$25.2M 0.06%
962,109
+500,054
170
$25.2M 0.06%
74,127
-3,829
171
$25.1M 0.06%
271,437
+212,360
172
$25M 0.06%
+91,715
173
$25M 0.06%
225,023
-144,879
174
$24.9M 0.06%
329,195
-57,884
175
$24.7M 0.06%
739,766
+66,775
5 6
7
8 9