Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $59.9B
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.2B
AUM Growth
+$6.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,136
New
Increased
Reduced
Closed

Top Buys

1
+$364M
2
+$348M
3
+$269M
4
MSFT icon
Microsoft
MSFT
+$218M
5
COST icon
Costco
COST
+$188M

Top Sells

1
+$32.6M
2
+$24M
3
+$23.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$16M
5
PFG icon
Principal Financial Group
PFG
+$14.7M

Sector Composition

1 Technology 8.84%
2 Healthcare 4.28%
3 Financials 3.88%
4 Consumer Discretionary 2.68%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10.5M 0.03%
401,628
-109,502
302
$10.3M 0.03%
42,279
-114
303
$10.1M 0.03%
77,454
+7,687
304
$10.1M 0.03%
72,054
+1,477
305
$10.1M 0.03%
138,896
+76,120
306
$10M 0.03%
170,504
+4,828
307
$9.98M 0.03%
286,411
+76,466
308
$9.95M 0.03%
99,160
-11,143
309
$9.93M 0.03%
192,075
-66,792
310
$9.91M 0.03%
60,298
-832
311
$9.9M 0.03%
263,318
+36,568
312
$9.88M 0.03%
24,062
+4,060
313
$9.85M 0.03%
99,854
-40,310
314
$9.83M 0.03%
+301,176
315
$9.83M 0.03%
49,806
+3,041
316
$9.83M 0.03%
41,032
-448
317
$9.7M 0.03%
113,677
-7,953
318
$9.65M 0.03%
75,752
+3,733
319
$9.5M 0.03%
42,037
+1,049
320
$9.47M 0.03%
294,525
+52,028
321
$9.4M 0.03%
33,278
+30,763
322
$9.25M 0.03%
382,590
-36,086
323
$9.24M 0.03%
358,206
+263,699
324
$9.15M 0.03%
66,361
-941
325
$9.12M 0.03%
39,426
+3,113
11 12
13
14 15