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
2051
$89K ﹤0.01%
11,543
-605
2052
$88.9K ﹤0.01%
+12,779
2053
$87.3K ﹤0.01%
+14,005
2054
$86K ﹤0.01%
+12,305
2055
$84.9K ﹤0.01%
3,351
-3,453
2056
$83.8K ﹤0.01%
+13,302
2057
$83.6K ﹤0.01%
+30,959
2058
$80.5K ﹤0.01%
17,852
-22,434
2059
$75K ﹤0.01%
30,500
+18,500
2060
$74.6K ﹤0.01%
10,224
-7,216
2061
$72K ﹤0.01%
+27,587
2062
$71.3K ﹤0.01%
19,015
+3,620
2063
$70.5K ﹤0.01%
14,663
+1,663
2064
$70.3K ﹤0.01%
20,490
+5,662
2065
$68.9K ﹤0.01%
16,726
2066
$67.8K ﹤0.01%
+11,440
2067
$67K ﹤0.01%
+20,500
2068
$66.1K ﹤0.01%
+19,669
2069
$65.6K ﹤0.01%
15,050
+1,911
2070
$64.5K ﹤0.01%
22,412
-1,219
2071
$64.5K ﹤0.01%
27,798
+9,038
2072
$63.5K ﹤0.01%
43,167
+22,167
2073
$60.5K ﹤0.01%
+12,125
2074
$59.5K ﹤0.01%
44,772
+3,361
2075
$59.1K ﹤0.01%
10,104
-965