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
$59.9B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,729
New
Increased
Reduced
Closed

Top Buys

1
+$1.53B
2
+$1.04B
3
+$655M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$496M
5
AVGO icon
Broadcom
AVGO
+$333M

Top Sells

1
+$63.3M
2
+$48.3M
3
+$37.1M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$32.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$28.7M

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
DELL icon
451
Dell
DELL
$93.1B
$10.7M 0.02%
75,528
+13,111
TRMB icon
452
Trimble
TRMB
$19.9B
$10.6M 0.02%
129,426
+11,995
DLR icon
453
Digital Realty Trust
DLR
$56.6B
$10.5M 0.02%
60,830
+10,910
CRWD icon
454
CrowdStrike
CRWD
$128B
$10.4M 0.02%
21,217
+1,776
PWR icon
455
Quanta Services
PWR
$68.7B
$10.3M 0.02%
24,899
+5,564
CL icon
456
Colgate-Palmolive
CL
$62.9B
$10.3M 0.02%
128,565
+5,116
BSX icon
457
Boston Scientific
BSX
$145B
$10.3M 0.02%
105,143
+4,051
DFSU icon
458
Dimensional US Sustainability Core 1 ETF
DFSU
$1.86B
$10.2M 0.02%
240,084
+177,720
RS icon
459
Reliance Steel & Aluminium
RS
$14.9B
$10.2M 0.02%
36,165
+11,102
SCHV icon
460
Schwab US Large-Cap Value ETF
SCHV
$14.2B
$10.1M 0.02%
346,533
-22,612
HPQ icon
461
HP
HPQ
$24.2B
$10M 0.02%
367,207
+56,281
VIS icon
462
Vanguard Industrials ETF
VIS
$6.36B
$9.95M 0.02%
33,577
+28,631
BSJT icon
463
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$373M
$9.94M 0.02%
460,818
+110,786
AZN icon
464
AstraZeneca
AZN
$280B
$9.89M 0.02%
128,967
-6,530
BSJR icon
465
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$688M
$9.88M 0.02%
434,426
+102,032
MDLZ icon
466
Mondelez International
MDLZ
$70.9B
$9.88M 0.02%
158,122
+35,474
DISV icon
467
Dimensional International Small Cap Value ETF
DISV
$3.9B
$9.84M 0.02%
275,697
-3,566
NTRA icon
468
Natera
NTRA
$33.8B
$9.82M 0.02%
61,008
+11,351
NBIS
469
Nebius Group N.V.
NBIS
$24.7B
$9.81M 0.02%
94,755
+4,059
MCO icon
470
Moody's
MCO
$88.6B
$9.74M 0.02%
20,445
-21
BSJS icon
471
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$539M
$9.73M 0.02%
440,596
+99,415
IWO icon
472
iShares Russell 2000 Growth ETF
IWO
$13.3B
$9.64M 0.02%
30,108
+1,542
BSJU icon
473
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$186M
$9.61M 0.02%
367,194
+108,894
BSJQ icon
474
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.17B
$9.59M 0.02%
409,781
+81,358
IJS icon
475
iShares S&P Small-Cap 600 Value ETF
IJS
$6.72B
$9.55M 0.02%
86,374
-25,649
17 18
19
20 21