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
426
$5.88M 0.02%
114,377
-17,843
427
$5.81M 0.02%
37,419
-3,033
428
$5.81M 0.02%
61,130
+3,092
429
$5.8M 0.02%
101,313
-1,408
430
$5.79M 0.02%
23,794
+220
431
$5.78M 0.02%
84,623
-3,728
432
$5.76M 0.02%
135,265
+11,152
433
$5.65M 0.02%
41,206
-258
434
$5.65M 0.02%
78,480
-8,512
435
$5.61M 0.02%
201,538
436
$5.54M 0.02%
117,543
+9,676
437
$5.51M 0.02%
72,828
-4,119
438
$5.49M 0.02%
110,448
-2,398
439
$5.49M 0.02%
95,233
-9,087
440
$5.49M 0.02%
65,883
-15,023
441
$5.47M 0.02%
113,251
-60,248
442
$5.46M 0.02%
183,388
-5,702
443
$5.46M 0.02%
63,842
+34,312
444
$5.44M 0.02%
110,314
+2,775
445
$5.43M 0.02%
10
-1
446
$5.42M 0.02%
98,872
-8,533
447
$5.42M 0.02%
60,822
+11,713
448
$5.42M 0.02%
175,243
-3,468
449
$5.41M 0.02%
26,326
+11,882
450
$5.4M 0.02%
80,582
+553
16 17
18
19 20