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
$59.9B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,729
New
Increased
Reduced
Closed

Top Buys

1 +$1.53B
2 +$1.04B
3 +$655M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$496M
5
AVGO icon
Broadcom
AVGO
+$333M

Top Sells

1 +$63.3M
2 +$48.3M
3 +$37.1M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$32.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$28.7M

Sector Composition

1 Technology 9.83%
2 Financials 3.85%
3 Consumer Discretionary 2.66%
4 Communication Services 2.45%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PBI icon
2426
Pitney Bowes
PBI
$1.57B
$170K ﹤0.01%
14,941
-20,902
BRSP
2427
BrightSpire Capital
BRSP
$745M
$170K ﹤0.01%
+31,264
NZF icon
2428
Nuveen Municipal Credit Income Fund
NZF
$2.47B
$170K ﹤0.01%
13,512
-607
FRBA icon
2429
First Bank
FRBA
$390M
$169K ﹤0.01%
+10,346
RXO icon
2430
RXO
RXO
$2.37B
$168K ﹤0.01%
+10,937
OPEN icon
2431
Opendoor
OPEN
$6.82B
$165K ﹤0.01%
21,435
+10,241
MBC icon
2432
MasterBrand
MBC
$1.41B
$165K ﹤0.01%
12,551
+788
WSBF icon
2433
Waterstone Financial
WSBF
$296M
$165K ﹤0.01%
+10,590
MCHB
2434
Mechanics Bancorp
MCHB
$3.38B
$165K ﹤0.01%
+12,389
UDMY icon
2435
Udemy
UDMY
$767M
$164K ﹤0.01%
+23,443
AMRN
2436
Amarin Corp
AMRN
$344M
$164K ﹤0.01%
10,025
-25,002
AUR icon
2437
Aurora
AUR
$8.63B
$162K ﹤0.01%
30,123
+8,005
SITC icon
2438
SITE Centers
SITC
$383M
$162K ﹤0.01%
+17,939
MATV icon
2439
Mativ Holdings
MATV
$661M
$161K ﹤0.01%
+14,251
HBI
2440
DELISTED
Hanesbrands
HBI
$161K ﹤0.01%
24,441
+10,016
LXFR icon
2441
Luxfer Holdings
LXFR
$345M
$159K ﹤0.01%
+11,424
IAS icon
2442
Integral Ad Science
IAS
$1.73B
$157K ﹤0.01%
15,429
+4,018
CMRE icon
2443
Costamare
CMRE
$1.94B
$157K ﹤0.01%
+13,158
WDS icon
2444
Woodside Energy
WDS
$31.5B
$156K ﹤0.01%
+10,375
PTON icon
2445
Peloton Interactive
PTON
$2.68B
$155K ﹤0.01%
17,257
+3,087
JAMF icon
2446
Jamf
JAMF
$1.73B
$154K ﹤0.01%
+14,376
PLTK icon
2447
Playtika
PLTK
$1.59B
$153K ﹤0.01%
39,430
+15,374
CISO
2448
CISO Global
CISO
$20.2M
$152K ﹤0.01%
144,897
+1
KREF
2449
KKR Real Estate Finance Trust
KREF
$561M
$152K ﹤0.01%
+16,837
CION icon
2450
CION Investment
CION
$514M
$149K ﹤0.01%
15,693
-2,234