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
701
$2.29M 0.01%
20,977
+9,456
702
$2.29M 0.01%
42,688
-16,088
703
$2.29M 0.01%
11,138
-145
704
$2.29M 0.01%
59,153
-49
705
$2.28M 0.01%
27,336
+856
706
$2.27M 0.01%
46,908
-30,127
707
$2.25M 0.01%
23,494
-2,165
708
$2.24M 0.01%
260,348
+15,524
709
$2.24M 0.01%
51,915
+916
710
$2.24M 0.01%
15,358
-599
711
$2.22M 0.01%
39,216
-161
712
$2.21M 0.01%
16,266
+43
713
$2.18M 0.01%
28,545
-1,242
714
$2.18M 0.01%
21,592
+1,625
715
$2.16M 0.01%
2,681
+430
716
$2.16M 0.01%
24,474
+1,303
717
$2.15M 0.01%
3,415
+2,240
718
$2.15M 0.01%
2,126
+727
719
$2.14M 0.01%
12,840
+891
720
$2.14M 0.01%
19,184
+718
721
$2.14M 0.01%
18,681
+2,142
722
$2.13M 0.01%
34,454
-3,121
723
$2.12M 0.01%
20,974
+342
724
$2.11M 0.01%
40,130
-14,926
725
$2.09M 0.01%
12,637
-84
27 28
29
30 31