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
376
$7.3M 0.02%
599,282
+133,923
377
$7.29M 0.02%
219,327
-17,857
378
$7.24M 0.02%
39,504
+1,550
379
$7.24M 0.02%
221,657
-2,662
380
$7.17M 0.02%
51,203
-4,352
381
$7.13M 0.02%
71,466
-22,665
382
$7.07M 0.02%
145,806
-20,262
383
$7.02M 0.02%
25,778
+696
384
$7.01M 0.02%
31,093
+481
385
$6.86M 0.02%
473,712
-103,417
386
$6.84M 0.02%
27,102
+196
387
$6.82M 0.02%
42,835
+5,440
388
$6.82M 0.02%
748,849
+5,649
389
$6.78M 0.02%
44,066
-368
390
$6.78M 0.02%
65,857
-3,091
391
$6.74M 0.02%
58,547
-1,412
392
$6.72M 0.02%
34,818
+26,764
393
$6.72M 0.02%
226,417
-30,571
394
$6.71M 0.02%
295,133
+176,435
395
$6.67M 0.02%
55,967
+4,268
396
$6.57M 0.02%
93,911
+22,945
397
$6.53M 0.02%
247,707
+44,786
398
$6.52M 0.02%
80,311
+11,051
399
$6.52M 0.02%
83,291
-6,383
400
$6.47M 0.02%
50,377
+17,587
14 15
16
17 18