Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
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 +$1.37B
2 +$1.02B
3 +$631M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$490M
5
META icon
Meta Platforms (Facebook)
META
+$320M

Top Sells

1 +$63M
2 +$48.4M
3 +$32.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$31.6M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$27.7M

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
2526
$93.5K ﹤0.01%
71,353
+37,938
2527
$92.6K ﹤0.01%
+13,208
2528
$92.5K ﹤0.01%
16,199
+3,522
2529
$92.4K ﹤0.01%
17,927
-2,828
2530
$90.4K ﹤0.01%
+10,611
2531
$89K ﹤0.01%
+10,259
2532
$88.9K ﹤0.01%
48,577
-226
2533
$88.8K ﹤0.01%
+15,344
2534
$88.7K ﹤0.01%
32,262
+10,930
2535
$88.3K ﹤0.01%
+11,420
2536
$87.9K ﹤0.01%
+18,239
2537
$87.5K ﹤0.01%
+11,701
2538
$87.2K ﹤0.01%
+10,862
2539
$86.7K ﹤0.01%
+12,916
2540
$85.7K ﹤0.01%
+10,297
2541
$85.7K ﹤0.01%
14,230
-2,550
2542
$85.2K ﹤0.01%
+10,466
2543
$84.8K ﹤0.01%
+16,787
2544
$84.5K ﹤0.01%
+15,390
2545
$84.3K ﹤0.01%
+15,081
2546
$84.2K ﹤0.01%
11,366
-51
2547
$84.1K ﹤0.01%
+21,733
2548
$83.3K ﹤0.01%
22,452
+444
2549
$82.6K ﹤0.01%
10,557
2550
$80.7K ﹤0.01%
10,197