Mercer Global Advisors Portfolio holdings
AUM
$65.6B
1-Year Est. Return
17.87%
This Fund
S&P 500
1 Year Est. Return
+17.87%
AUM
$59.9B
AUM Growth
+$15.4B
(+34%)
Holding
2,729
Top Buys
| 1 | +$1.37B | |
| 2 | +$1.02B | |
| 3 | +$631M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$490M |
| 5 |
Meta Platforms (Facebook)
META
|
+$320M |
Top Sells
| 1 | +$63M | |
| 2 | +$48.4M | |
| 3 | +$32.6M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$31.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2726
Simplify MBS ETF
MTBA
$1.7B
| – | – |
-4,012
|
|