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
26
$278M 0.83%
4,002,332
+503,939
27
$274M 0.82%
6,671,544
+916,644
28
$271M 0.81%
1,409,115
+1,399,983
29
$270M 0.81%
10,531,407
+1,670,859
30
$252M 0.76%
3,263,026
-101,896
31
$239M 0.72%
501,154
-6,175
32
$237M 0.71%
4,636,091
+380,665
33
$228M 0.69%
345,770
+284,907
34
$221M 0.66%
11,958,728
-770,258
35
$214M 0.64%
817,438
-15,533
36
$207M 0.62%
1,854,615
+184,675
37
$201M 0.61%
7,599,514
-491,133
38
$199M 0.6%
5,292,417
-306,167
39
$191M 0.58%
3,694,165
-34,800
40
$173M 0.52%
570,546
-3,356
41
$168M 0.5%
1,505,360
-63,736
42
$168M 0.5%
318,659
+165,685
43
$166M 0.5%
3,267,680
+366,577
44
$164M 0.49%
3,255,725
-120,785
45
$161M 0.49%
393,701
+246,986
46
$160M 0.48%
3,221,750
+64,580
47
$155M 0.46%
4,329,332
+488,954
48
$153M 0.46%
2,916,043
+224,381
49
$146M 0.44%
3,060,707
-245,881
50
$146M 0.44%
959,042
+109,459
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