Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$349M
2
+$341M
3
+$235M
4
MSFT icon
Microsoft
MSFT
+$206M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$171M

Top Sells

1
+$30.7M
2
+$22M
3
+$22M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$14.9M
5
PFG icon
Principal Financial Group
PFG
+$13.5M

Sector Composition

1 Technology 8.81%
2 Healthcare 4.28%
3 Financials 3.92%
4 Consumer Discretionary 2.68%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.94M 0.01%
47,736
-10,160
752
$1.93M 0.01%
47,309
-1,854
753
$1.93M 0.01%
45,550
+649
754
$1.92M 0.01%
25,998
-8
755
$1.92M 0.01%
127,562
+7,139
756
$1.91M 0.01%
119,605
-766
757
$1.91M 0.01%
98,501
+14,082
758
$1.89M 0.01%
91,359
-16,596
759
$1.87M 0.01%
38,216
+6,042
760
$1.87M 0.01%
42,748
-3,583
761
$1.86M 0.01%
39,970
-14,003
762
$1.86M 0.01%
60,599
+2,194
763
$1.86M 0.01%
25,028
+4,098
764
$1.85M 0.01%
5,477
+4,103
765
$1.85M 0.01%
13,642
-1,313
766
$1.84M 0.01%
13,948
-2,000
767
$1.83M 0.01%
21,081
+2,935
768
$1.82M 0.01%
3,565
+171
769
$1.82M 0.01%
21,756
+327
770
$1.81M 0.01%
30,850
-558
771
$1.8M 0.01%
42,732
+179
772
$1.78M 0.01%
62,884
-1,714
773
$1.78M 0.01%
3,973
+293
774
$1.75M 0.01%
33,952
+2,801
775
$1.75M 0.01%
55,152
-22,296
29 30
31
32 33