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
551
$3.66M 0.01%
1,417
+100
552
$3.65M 0.01%
36,866
+28,525
553
$3.63M 0.01%
58,676
+1,032
554
$3.62M 0.01%
67,923
+225
555
$3.62M 0.01%
19,410
+673
556
$3.61M 0.01%
36,314
-1,495
557
$3.61M 0.01%
76,565
-69,599
558
$3.57M 0.01%
102,530
-5,324
559
$3.56M 0.01%
30,348
-871
560
$3.56M 0.01%
147,115
+60,746
561
$3.55M 0.01%
102,034
+93,034
562
$3.54M 0.01%
53,579
+235
563
$3.54M 0.01%
25,455
+1,029
564
$3.51M 0.01%
42,029
-1,030
565
$3.5M 0.01%
187,540
-5,925
566
$3.49M 0.01%
14,310
-154
567
$3.49M 0.01%
25,483
+2,616
568
$3.48M 0.01%
24,896
+910
569
$3.48M 0.01%
277,409
+3,520
570
$3.46M 0.01%
10,517
+381
571
$3.44M 0.01%
44,199
+1,060
572
$3.43M 0.01%
29,307
+1,600
573
$3.42M 0.01%
39,592
-1,706
574
$3.42M 0.01%
129,089
-928
575
$3.42M 0.01%
49,111
+6,986
21 22
23
24 25