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
526
$4.1M 0.01%
216,385
+101,070
527
$4.09M 0.01%
30,125
-872
528
$4.09M 0.01%
24,823
+2,641
529
$4.07M 0.01%
32,529
-3,146
530
$4.07M 0.01%
62,604
+8,365
531
$4.06M 0.01%
74,784
+1,690
532
$4.05M 0.01%
51,472
-186,459
533
$4.04M 0.01%
52,934
-2,718
534
$4.03M 0.01%
52,998
-23,206
535
$4.03M 0.01%
50,084
+3,804
536
$3.96M 0.01%
182,761
+33,525
537
$3.94M 0.01%
109,544
+701
538
$3.87M 0.01%
14,655
+251
539
$3.86M 0.01%
37,894
+7,064
540
$3.84M 0.01%
140,043
-30,284
541
$3.81M 0.01%
78,529
-23,753
542
$3.77M 0.01%
80,127
+15,922
543
$3.77M 0.01%
89,723
-20,804
544
$3.75M 0.01%
51,258
-10,975
545
$3.73M 0.01%
12,006
+583
546
$3.69M 0.01%
5,227
+1,617
547
$3.69M 0.01%
83,625
-7,934
548
$3.69M 0.01%
102,851
+3,444
549
$3.67M 0.01%
39,895
+463
550
$3.67M 0.01%
105,156
-4,337
20 21
22
23 24