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
$33.2B
AUM Growth
+$6.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,136
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$341M
3
+$235M
4
MSFT icon
Microsoft
MSFT
+$206M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$171M

Top Sells

1
+$30.7M
2
+$22M
3
+$22M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$14.9M
5
PFG icon
Principal Financial Group
PFG
+$13.5M

Sector Composition

1 Technology 8.81%
2 Healthcare 4.28%
3 Financials 3.92%
4 Consumer Discretionary 2.68%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.23M 0.02%
218,152
-2,919
352
$8.17M 0.02%
70,270
-978
353
$8.15M 0.02%
75,790
-11,221
354
$8.13M 0.02%
253,245
+198,703
355
$8.12M 0.02%
45,326
+3,351
356
$8M 0.02%
110,323
+46
357
$7.93M 0.02%
221,032
-18,118
358
$7.91M 0.02%
55,520
+3,581
359
$7.89M 0.02%
388,861
-59,807
360
$7.89M 0.02%
372,399
-42,528
361
$7.88M 0.02%
285,182
-30,264
362
$7.81M 0.02%
88,365
-13,465
363
$7.77M 0.02%
223,528
+6,835
364
$7.66M 0.02%
185,651
-32,557
365
$7.64M 0.02%
105,494
+2,001
366
$7.59M 0.02%
47,328
+10,235
367
$7.55M 0.02%
105,607
+5,921
368
$7.54M 0.02%
72,221
+1,578
369
$7.53M 0.02%
28,741
+2,791
370
$7.5M 0.02%
96,797
+24,200
371
$7.49M 0.02%
144,103
-38,540
372
$7.45M 0.02%
201,643
-7,474
373
$7.44M 0.02%
26,590
+782
374
$7.34M 0.02%
47,513
+15,363
375
$7.32M 0.02%
64,164
-2,525
13 14
15
16 17