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
676
$2.4M 0.01%
245,126
-77,465
677
$2.4M 0.01%
210,388
+5,391
678
$2.4M 0.01%
86,800
+46,550
679
$2.4M 0.01%
1,004,469
+549,417
680
$2.4M 0.01%
12,051
+1,414
681
$2.4M 0.01%
49,474
+3,106
682
$2.39M 0.01%
28,026
-3,376
683
$2.39M 0.01%
41,517
+13,506
684
$2.39M 0.01%
20,746
+8,207
685
$2.38M 0.01%
41,464
+1,710
686
$2.38M 0.01%
134,616
-102,067
687
$2.38M 0.01%
573,737
+100,933
688
$2.37M 0.01%
74,368
-545
689
$2.36M 0.01%
18,771
-494
690
$2.35M 0.01%
10,526
+427
691
$2.35M 0.01%
26,074
-1,868
692
$2.35M 0.01%
20,099
+154
693
$2.35M 0.01%
53,831
-1,321
694
$2.33M 0.01%
44,588
-1,377
695
$2.32M 0.01%
202,355
-18,999
696
$2.32M 0.01%
217,296
+33,021
697
$2.31M 0.01%
28,534
+1,888
698
$2.31M 0.01%
10,069
+1,046
699
$2.31M 0.01%
12,081
-1,419
700
$2.29M 0.01%
166,236
+16,654
26 27
28
29 30