Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.9B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,729
New
Increased
Reduced
Closed

Top Buys

1
+$1.37B
2
+$1.02B
3
+$631M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$490M
5
META icon
Meta Platforms (Facebook)
META
+$320M

Top Sells

1
+$63M
2
+$48.4M
3
+$32.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$31.6M
5
SCHX icon
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
401
$13.2M 0.02%
177,187
-16,382
402
$13.1M 0.02%
231,247
+34,196
403
$13.1M 0.02%
207,106
+37,996
404
$13M 0.02%
288,285
+41,405
405
$12.8M 0.02%
36,369
-3,378
406
$12.7M 0.02%
44,219
-12,057
407
$12.7M 0.02%
64,767
+17,842
408
$12.6M 0.02%
80,225
+168
409
$12.6M 0.02%
25,557
-1,543
410
$12.4M 0.02%
137,388
-253
411
$12.4M 0.02%
1,179,588
+14,851
412
$12.3M 0.02%
239,004
+210,858
413
$12.3M 0.02%
128,841
+89,919
414
$12.2M 0.02%
230,813
-76,733
415
$12.1M 0.02%
24,958
+824
416
$11.9M 0.02%
86,249
+33,664
417
$11.9M 0.02%
41,306
+4,022
418
$11.9M 0.02%
53,970
+5,529
419
$11.9M 0.02%
87,948
+37,861
420
$11.9M 0.02%
119,486
+105,312
421
$11.9M 0.02%
333,829
-27,477
422
$11.8M 0.02%
97,991
+18,904
423
$11.7M 0.02%
+400,368
424
$11.7M 0.02%
120,979
+79,607
425
$11.7M 0.02%
241,277
+57,242
15 16
17
18 19