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
$59.9B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,729
New
Increased
Reduced
Closed

Top Buys

1
+$1.53B
2
+$1.04B
3
+$655M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$496M
5
AVGO icon
Broadcom
AVGO
+$333M

Top Sells

1
+$63.3M
2
+$48.3M
3
+$37.1M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$32.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$28.7M

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
VPU icon
626
Vanguard Utilities ETF
VPU
$7.87B
$5.63M 0.01%
29,698
+5,308
OTIS icon
627
Otis Worldwide
OTIS
$33.7B
$5.62M 0.01%
61,434
+16,496
WWD icon
628
Woodward
WWD
$17.9B
$5.55M 0.01%
21,966
+2,655
MUFG icon
629
Mitsubishi UFJ Financial
MUFG
$181B
$5.55M 0.01%
348,096
-19,240
NXPI icon
630
NXP Semiconductors
NXPI
$57.7B
$5.55M 0.01%
24,356
+8,772
FSMD icon
631
Fidelity Small-Mid Multifactor ETF
FSMD
$1.87B
$5.53M 0.01%
+125,630
ZS icon
632
Zscaler
ZS
$39.2B
$5.48M 0.01%
18,280
+11,556
PRU icon
633
Prudential Financial
PRU
$39B
$5.48M 0.01%
52,791
-3,656
LYFT icon
634
Lyft
LYFT
$9.18B
$5.46M 0.01%
248,180
+131,582
IBTF icon
635
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.57B
$5.43M 0.01%
232,529
-4,287
NWG icon
636
NatWest
NWG
$66.3B
$5.43M 0.01%
383,700
+704
NTAP icon
637
NetApp
NTAP
$23.1B
$5.41M 0.01%
45,640
+5,999
VTIP icon
638
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.1B
$5.41M 0.01%
106,769
+25,558
EQH icon
639
Equitable Holdings
EQH
$13.1B
$5.38M 0.01%
105,968
+13,251
WLDN icon
640
Willdan Group
WLDN
$1.54B
$5.38M 0.01%
+100,759
EXAS icon
641
Exact Sciences
EXAS
$19.2B
$5.36M 0.01%
97,996
+39,170
DTE icon
642
DTE Energy
DTE
$27.2B
$5.36M 0.01%
37,896
-1,648
ESML icon
643
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.04B
$5.33M 0.01%
118,331
-64,249
DB icon
644
Deutsche Bank
DB
$70.6B
$5.33M 0.01%
150,522
+3,590
VRT icon
645
Vertiv
VRT
$70B
$5.32M 0.01%
35,290
+668
SOXX icon
646
iShares Semiconductor ETF
SOXX
$17.5B
$5.32M 0.01%
19,632
+14
AIG icon
647
American International
AIG
$41.2B
$5.32M 0.01%
67,697
-11,885
OHI icon
648
Omega Healthcare
OHI
$13.6B
$5.29M 0.01%
125,401
+33,762
ROK icon
649
Rockwell Automation
ROK
$45.2B
$5.29M 0.01%
15,143
+2,421
LH icon
650
Labcorp
LH
$21.5B
$5.27M 0.01%
18,368
-547
24 25
26
27 28