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
201
$21.6M 0.05%
78,098
-2,379
202
$21.5M 0.05%
34,767
-134,917
203
$21.3M 0.05%
371,420
+118,789
204
$21.1M 0.05%
+177,721
205
$21.1M 0.05%
228,467
-355,197
206
$21.1M 0.05%
111,176
-5,171
207
$21M 0.05%
192,213
-25,426
208
$20.9M 0.05%
376,751
+281,812
209
$20.8M 0.05%
165,581
-16,222
210
$20.7M 0.05%
822,923
-134,898
211
$20.6M 0.05%
73,217
-4,836
212
$20.4M 0.05%
320,595
+45,564
213
$20.3M 0.05%
188,483
+30,441
214
$20.2M 0.05%
28,688
-4,246
215
$20.2M 0.05%
62,397
+17,746
216
$19.8M 0.05%
440,466
-15,551
217
$19.6M 0.05%
740,180
-189,942
218
$19.4M 0.05%
235,600
-20,638
219
$19.3M 0.05%
337,587
+50,841
220
$19.3M 0.05%
211,770
-17,945
221
$19.3M 0.05%
660,581
+280,778
222
$19.2M 0.05%
253,663
+13,825
223
$19.2M 0.05%
181,620
+73,138
224
$19.1M 0.05%
41,223
-1,053
225
$18.9M 0.05%
466,297
+49,809