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
2026
$113K ﹤0.01%
45,280
+7,833
2027
$113K ﹤0.01%
73,034
-35,963
2028
$111K ﹤0.01%
16,000
-520
2029
$109K ﹤0.01%
24,995
-10,815
2030
$109K ﹤0.01%
+22,460
2031
$108K ﹤0.01%
11,413
+240
2032
$108K ﹤0.01%
15,476
-584
2033
$107K ﹤0.01%
+11,034
2034
$107K ﹤0.01%
11,484
+552
2035
$107K ﹤0.01%
35,923
-15,636
2036
$106K ﹤0.01%
60,035
-4,063
2037
$106K ﹤0.01%
+11,647
2038
$105K ﹤0.01%
+12,154
2039
$104K ﹤0.01%
+59,016
2040
$104K ﹤0.01%
20,386
+8,366
2041
$104K ﹤0.01%
15,190
-622
2042
$96.1K ﹤0.01%
11,366
-16,088
2043
$95.5K ﹤0.01%
+15,804
2044
$95.2K ﹤0.01%
+23,402
2045
$94.7K ﹤0.01%
37,006
+8,359
2046
$94.5K ﹤0.01%
18,199
+2,997
2047
$92.5K ﹤0.01%
21,458
-18,990
2048
$90K ﹤0.01%
11,863
2049
$89.8K ﹤0.01%
+11,032
2050
$89K ﹤0.01%
+28,082
80 81
82
83 84