Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.01B
AUM Growth
+$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,421
New
Increased
Reduced
Closed

Top Buys

1
+$66.9M
2
+$48.4M
3
+$41.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$39.5M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$26M

Top Sells

1
+$202M
2
+$23.3M
3
+$23.1M
4
TSLA icon
Tesla
TSLA
+$18.7M
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$12.9M

Sector Composition

1 Technology 9.37%
2 Healthcare 4.32%
3 Financials 3.91%
4 Consumer Discretionary 3.76%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.32M 0.05%
14,173
-746
252
$4.24M 0.05%
29,548
-220
253
$4.24M 0.05%
45,665
+879
254
$4.23M 0.05%
42,204
+3,310
255
$4.17M 0.05%
159,406
+41,459
256
$4.17M 0.05%
45,718
+12,602
257
$4.13M 0.05%
19,843
+1,535
258
$4.12M 0.05%
154,850
+9,388
259
$4.12M 0.05%
122,635
-7,761
260
$4.07M 0.05%
92,031
+4,341
261
$4.07M 0.05%
35,075
-2,847
262
$4.01M 0.05%
56,131
+16,813
263
$3.98M 0.05%
74,998
+285
264
$3.97M 0.05%
64,062
+2,898
265
$3.97M 0.05%
82,044
-17,262
266
$3.96M 0.05%
140,452
-8,723
267
$3.93M 0.05%
39,754
+6,896
268
$3.86M 0.05%
24,695
+2,080
269
$3.81M 0.05%
129,416
+51,974
270
$3.81M 0.05%
17,601
+268
271
$3.79M 0.05%
58,769
-5,805
272
$3.77M 0.05%
121,242
-50,417
273
$3.77M 0.05%
100,605
-127
274
$3.76M 0.05%
60,506
-23,094
275
$3.75M 0.05%
29,711
+466
9 10
11
12 13