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
501
$4.38M 0.01%
28,284
+136
502
$4.38M 0.01%
123,711
-8,567
503
$4.38M 0.01%
56,867
+2,000
504
$4.37M 0.01%
178,108
+9,418
505
$4.35M 0.01%
35,809
-2,575
506
$4.33M 0.01%
23,597
+23
507
$4.33M 0.01%
32,997
+729
508
$4.33M 0.01%
33,433
+6,450
509
$4.32M 0.01%
61,474
-3,235
510
$4.29M 0.01%
89,691
-7,712
511
$4.29M 0.01%
128,407
+112,610
512
$4.26M 0.01%
49,306
+599
513
$4.26M 0.01%
105,845
-9,330
514
$4.26M 0.01%
50,636
-13,495
515
$4.24M 0.01%
116,268
-30,937
516
$4.22M 0.01%
54,619
+28,228
517
$4.22M 0.01%
71,695
-1,877
518
$4.19M 0.01%
13,429
-3,192
519
$4.18M 0.01%
56,120
+1,859
520
$4.18M 0.01%
46,710
+9,305
521
$4.16M 0.01%
25,548
+1,900
522
$4.13M 0.01%
53,311
+12,078
523
$4.12M 0.01%
52,431
-4,633
524
$4.12M 0.01%
8,931
-826
525
$4.11M 0.01%
45,715
+7,027
19 20
21
22 23