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
626
$2.84M 0.01%
11,888
+2,224
627
$2.83M 0.01%
59,168
-312
628
$2.82M 0.01%
132,685
+3,248
629
$2.82M 0.01%
48,801
+955
630
$2.82M 0.01%
32,971
-6,530
631
$2.81M 0.01%
34,120
-42,116
632
$2.81M 0.01%
75,884
+3,734
633
$2.79M 0.01%
77,129
+11,066
634
$2.79M 0.01%
35,185
-2,026
635
$2.75M 0.01%
240,434
-4,315
636
$2.74M 0.01%
113,382
-75,863
637
$2.73M 0.01%
42,367
+2,412
638
$2.71M 0.01%
69,766
+3,772
639
$2.71M 0.01%
27,352
+1,745
640
$2.71M 0.01%
52,183
-104
641
$2.7M 0.01%
48,371
-4,894
642
$2.7M 0.01%
12,282
+131
643
$2.7M 0.01%
25,128
+950
644
$2.7M 0.01%
21,343
-4,145
645
$2.69M 0.01%
3,246
-81
646
$2.69M 0.01%
30,394
+2,664
647
$2.68M 0.01%
15,684
-64
648
$2.62M 0.01%
33,834
-186
649
$2.62M 0.01%
78,920
+2,638
650
$2.62M 0.01%
+72,460
24 25
26
27 28