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
501
$8.61M 0.01%
86,136
-5,608
502
$8.58M 0.01%
187,767
-3,258
503
$8.56M 0.01%
87,507
-52,592
504
$8.56M 0.01%
26,942
-391
505
$8.56M 0.01%
26,002
-532
506
$8.54M 0.01%
14,020
+969
507
$8.48M 0.01%
31,105
+5,037
508
$8.46M 0.01%
187,926
+8,823
509
$8.36M 0.01%
56,230
-39,757
510
$8.3M 0.01%
10,596
+683
511
$8.28M 0.01%
338,020
-192,445
512
$8.26M 0.01%
+121,010
513
$8.24M 0.01%
19,644
+1,932
514
$8.2M 0.01%
57,970
+32,479
515
$8.2M 0.01%
271,349
+265,095
516
$8.19M 0.01%
1,019
-8
517
$8.16M 0.01%
159,308
+139,105
518
$8.13M 0.01%
330,830
-36,790
519
$8.09M 0.01%
105,748
-42,142
520
$8.04M 0.01%
+35,648
521
$8.03M 0.01%
70,905
+29,496
522
$8.02M 0.01%
133,426
-15,849
523
$7.95M 0.01%
69,167
-9,208
524
$7.95M 0.01%
59,684
+564
525
$7.94M 0.01%
132,951
+8,985
19 20
21
22 23