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
401
$6.47M 0.02%
112,750
+53,655
402
$6.46M 0.02%
105,179
-6,895
403
$6.44M 0.02%
99,317
+32,707
404
$6.39M 0.02%
16,965
+7,672
405
$6.37M 0.02%
134,848
-64,877
406
$6.33M 0.02%
16,667
-601
407
$6.33M 0.02%
156,111
+51,635
408
$6.32M 0.02%
146,037
-12,347
409
$6.31M 0.02%
79,138
-3,596
410
$6.3M 0.02%
113,765
-25,441
411
$6.29M 0.02%
213,450
+6,085
412
$6.28M 0.02%
43,452
-4,036
413
$6.22M 0.02%
124,067
+2,115
414
$6.22M 0.02%
47,822
-402
415
$6.17M 0.02%
66,312
+1,672
416
$6.15M 0.02%
94,488
-3,933
417
$6.08M 0.02%
294,990
-28,501
418
$6.08M 0.02%
24,240
-2,049
419
$6.02M 0.02%
27,873
+826
420
$6.01M 0.02%
45,486
-21,045
421
$5.91M 0.02%
14,516
+2,789
422
$5.9M 0.02%
116,320
+7,605
423
$5.89M 0.02%
94,042
-1,755
424
$5.89M 0.02%
116,880
+6,648
425
$5.88M 0.02%
36,013
-58,509
15 16
17
18 19