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
476
$4.85M 0.01%
44,794
-13,950
477
$4.84M 0.01%
21,514
-550
478
$4.84M 0.01%
130,555
-11,565
479
$4.83M 0.01%
94,754
+1,833
480
$4.81M 0.01%
+132,877
481
$4.8M 0.01%
31,963
+87
482
$4.78M 0.01%
80,084
+4,414
483
$4.77M 0.01%
209,990
-40,567
484
$4.77M 0.01%
83,050
+11,363
485
$4.76M 0.01%
19,736
+898
486
$4.76M 0.01%
230,391
+102,420
487
$4.73M 0.01%
50,247
-5,513
488
$4.71M 0.01%
207,226
-40,103
489
$4.7M 0.01%
65,426
-2,034
490
$4.64M 0.01%
101,450
+750
491
$4.63M 0.01%
75,209
+3,005
492
$4.58M 0.01%
79,777
-7,981
493
$4.56M 0.01%
229,625
+1,466
494
$4.55M 0.01%
301,427
+8
495
$4.54M 0.01%
112,377
+25,736
496
$4.53M 0.01%
123,823
-23,188
497
$4.49M 0.01%
200,837
-47,228
498
$4.49M 0.01%
194,126
-41,052
499
$4.47M 0.01%
8,814
+22
500
$4.41M 0.01%
122,048
+6,867
18 19
20
21 22