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
2601
$36.3K ﹤0.01%
+12,238
2602
$35.8K ﹤0.01%
+10,086
2603
$34.9K ﹤0.01%
+50,000
2604
$34.9K ﹤0.01%
16,526
+2,685
2605
$34.6K ﹤0.01%
18,112
+1,280
2606
$33.7K ﹤0.01%
+26,709
2607
$32.3K ﹤0.01%
+10,339
2608
$30.7K ﹤0.01%
11,246
-5,309
2609
$29.8K ﹤0.01%
+23,998
2610
$26.7K ﹤0.01%
10,307
-3,000
2611
$24.2K ﹤0.01%
22,600
2612
$23.1K ﹤0.01%
+12,882
2613
$22.3K ﹤0.01%
14,000
2614
$21.5K ﹤0.01%
15,951
-100
2615
$20.6K ﹤0.01%
+16,377
2616
$20.4K ﹤0.01%
+12,924
2617
$19.9K ﹤0.01%
10,460
+240
2618
$19.5K ﹤0.01%
+1,139
2619
$19K ﹤0.01%
47,500
2620
$18.8K ﹤0.01%
+14,314
2621
$17.9K ﹤0.01%
13,968
+1,581
2622
$14.7K ﹤0.01%
+1,681
2623
$13.6K ﹤0.01%
+20,000
2624
$12.6K ﹤0.01%
12,500
-10
2625
$12K ﹤0.01%
+10,461
103 104
105
106 107