Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
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
+$1.37B
2
+$1.02B
3
+$631M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$490M
5
META icon
Meta Platforms (Facebook)
META
+$320M

Top Sells

1
+$63M
2
+$48.4M
3
+$32.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$31.6M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$27.7M

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
626
$5.63M 0.01%
29,698
+5,308
627
$5.62M 0.01%
61,434
+16,496
628
$5.55M 0.01%
21,966
+2,655
629
$5.55M 0.01%
348,096
-19,240
630
$5.55M 0.01%
24,356
+8,772
631
$5.53M 0.01%
+125,630
632
$5.48M 0.01%
18,280
+11,556
633
$5.48M 0.01%
52,791
-3,656
634
$5.46M 0.01%
248,180
+131,582
635
$5.43M 0.01%
232,529
-4,287
636
$5.43M 0.01%
383,700
+704
637
$5.41M 0.01%
45,640
+5,999
638
$5.41M 0.01%
106,769
+25,558
639
$5.38M 0.01%
105,968
+13,251
640
$5.38M 0.01%
+100,759
641
$5.36M 0.01%
97,996
+39,170
642
$5.36M 0.01%
37,896
-1,648
643
$5.33M 0.01%
118,331
-64,249
644
$5.33M 0.01%
150,522
+3,590
645
$5.32M 0.01%
35,290
+668
646
$5.32M 0.01%
19,632
+14
647
$5.32M 0.01%
67,697
-11,885
648
$5.29M 0.01%
125,401
+33,762
649
$5.29M 0.01%
15,143
+2,421
650
$5.27M 0.01%
18,368
-547
24 25
26
27 28