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
$6.65B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,289
New
Increased
Reduced
Closed

Top Buys

1
+$53.5M
2
+$45.2M
3
+$39.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$33.9M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$27.6M

Top Sells

1
+$20.3M
2
+$19.5M
3
+$6.95M
4
V icon
Visa
V
+$5.77M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.27M

Sector Composition

1 Technology 9.32%
2 Healthcare 4.71%
3 Consumer Discretionary 4.02%
4 Financials 3.9%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.89M 0.07%
24,824
-2,293
202
$4.87M 0.07%
29,467
-5,797
203
$4.82M 0.07%
103,132
+6,505
204
$4.8M 0.07%
168,573
+125,060
205
$4.75M 0.07%
187,942
+17,194
206
$4.75M 0.07%
24,515
+1,229
207
$4.72M 0.07%
153,536
+9,560
208
$4.71M 0.07%
137,413
+122,273
209
$4.71M 0.07%
14,919
+58
210
$4.66M 0.07%
171,659
-85,396
211
$4.64M 0.07%
40,052
+2,047
212
$4.62M 0.07%
215,407
+3,759
213
$4.59M 0.07%
118,703
+3,789
214
$4.56M 0.07%
59,108
-11,014
215
$4.51M 0.07%
51,912
-31,722
216
$4.4M 0.07%
26,583
+3,418
217
$4.36M 0.07%
55,868
+6,800
218
$4.34M 0.07%
99,306
+6,610
219
$4.34M 0.07%
20,557
+2,537
220
$4.34M 0.07%
17,942
+427
221
$4.34M 0.07%
24,847
+10,742
222
$4.31M 0.06%
166,437
-6,273
223
$4.29M 0.06%
34,164
+7,207
224
$4.22M 0.06%
178,160
+25,621
225
$4.21M 0.06%
37,922
-8,063
7 8
9
10 11