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
2551
$80.6K ﹤0.01%
+10,613
2552
$80.4K ﹤0.01%
16,537
-617
2553
$79.8K ﹤0.01%
+10,647
2554
$79K ﹤0.01%
50,598
-1,680
2555
$78.5K ﹤0.01%
16,085
-12,755
2556
$77.9K ﹤0.01%
30,919
+4,317
2557
$77.9K ﹤0.01%
+11,642
2558
$75.4K ﹤0.01%
24,175
+4,026
2559
$75.4K ﹤0.01%
+21,734
2560
$75.1K ﹤0.01%
+14,385
2561
$73.1K ﹤0.01%
+14,398
2562
$72.6K ﹤0.01%
58,512
+387
2563
$72.4K ﹤0.01%
+15,207
2564
$71.1K ﹤0.01%
+10,084
2565
$70K ﹤0.01%
+10,000
2566
$69.5K ﹤0.01%
+13,918
2567
$68.7K ﹤0.01%
25,239
-1,011
2568
$68.1K ﹤0.01%
+13,055
2569
$67.9K ﹤0.01%
+12,183
2570
$67.7K ﹤0.01%
+12,701
2571
$66.9K ﹤0.01%
31,572
+21,544
2572
$66.4K ﹤0.01%
+11,047
2573
$66K ﹤0.01%
+33,497
2574
$63.9K ﹤0.01%
+16,595
2575
$62.9K ﹤0.01%
+12,056