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
426
$11.6M 0.02%
116,005
+8,517
427
$11.6M 0.02%
85,587
+28,552
428
$11.6M 0.02%
44,685
+1,636
429
$11.6M 0.02%
54,370
+25,883
430
$11.6M 0.02%
38,911
-1,187
431
$11.6M 0.02%
161,555
-12,554
432
$11.5M 0.02%
74,056
+9,826
433
$11.5M 0.02%
941,903
-52,427
434
$11.4M 0.02%
40,938
+28,958
435
$11.4M 0.02%
129,541
+96,192
436
$11.4M 0.02%
22,224
+9,384
437
$11.4M 0.02%
270,725
+258,441
438
$11.3M 0.02%
126,150
+36,515
439
$11.3M 0.02%
197,124
+27,535
440
$11.2M 0.02%
229,249
-808
441
$11.2M 0.02%
249,902
+222,080
442
$11.1M 0.02%
125,373
+14,508
443
$11.1M 0.02%
575,143
-10,237
444
$10.9M 0.02%
642,283
+54,564
445
$10.8M 0.02%
129,678
-3,803
446
$10.8M 0.02%
428,594
-38,454
447
$10.8M 0.02%
344,975
+24,075
448
$10.8M 0.02%
36,680
-4,359
449
$10.7M 0.02%
165,968
-29,430
450
$10.7M 0.02%
2,500
+326
16 17
18
19 20