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
576
$3.41M 0.01%
25,078
+1,413
577
$3.4M 0.01%
7,420
+1,317
578
$3.37M 0.01%
42,036
+566
579
$3.35M 0.01%
30,354
-287
580
$3.33M 0.01%
44,561
-2,795
581
$3.31M 0.01%
28,024
+1,593
582
$3.31M 0.01%
20,775
-36,917
583
$3.3M 0.01%
91,712
+29,258
584
$3.28M 0.01%
222,338
-27,140
585
$3.28M 0.01%
156,043
-1,368
586
$3.28M 0.01%
50,494
-2,908
587
$3.27M 0.01%
62,908
-2,569
588
$3.27M 0.01%
38,418
+2,094
589
$3.26M 0.01%
79,794
-28,400
590
$3.26M 0.01%
52,605
-1,439
591
$3.26M 0.01%
13,687
-16
592
$3.25M 0.01%
17,866
+2,368
593
$3.25M 0.01%
16,404
-2,753
594
$3.23M 0.01%
24,006
-870
595
$3.21M 0.01%
21,296
+8,448
596
$3.16M 0.01%
24,570
+1,176
597
$3.15M 0.01%
37,542
-315
598
$3.13M 0.01%
53,916
+5,609
599
$3.13M 0.01%
10,766
+837
600
$3.13M 0.01%
168,987
+137,765
22 23
24
25 26