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
476
$9.49M 0.02%
318,491
+3,476
477
$9.48M 0.02%
125,740
+30,306
478
$9.43M 0.02%
549,709
-42,718
479
$9.42M 0.02%
61,955
+16,082
480
$9.36M 0.02%
57,810
+1,800
481
$9.3M 0.02%
1,426,478
-78,361
482
$9.27M 0.02%
163,919
-9,187
483
$9.27M 0.02%
126,052
+112,095
484
$9.21M 0.02%
54,105
+6
485
$9.19M 0.02%
143,899
-82,026
486
$9.15M 0.02%
62,560
+17,536
487
$8.98M 0.02%
161,891
-7,012
488
$8.97M 0.02%
139,643
+30,746
489
$8.95M 0.01%
311,000
-9,623
490
$8.95M 0.01%
190,632
-49,795
491
$8.91M 0.01%
107,234
-12,758
492
$8.89M 0.01%
226,759
+37,160
493
$8.89M 0.01%
75,076
-6,111
494
$8.88M 0.01%
46,466
+6,996
495
$8.85M 0.01%
88,942
-29,440
496
$8.85M 0.01%
107,457
+10,187
497
$8.85M 0.01%
52,515
+23,261
498
$8.84M 0.01%
133,580
-2,163
499
$8.81M 0.01%
263,858
+17,626
500
$8.79M 0.01%
28,110
-593