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
751
$4.1M 0.01%
64,406
+5,472
752
$4.09M 0.01%
12,131
-332
753
$4.04M 0.01%
53,046
+34,328
754
$4.02M 0.01%
154,095
-7,692
755
$4.01M 0.01%
27,842
+7,519
756
$4.01M 0.01%
22,931
+373
757
$3.99M 0.01%
22,297
-2,529
758
$3.98M 0.01%
456,440
+387,729
759
$3.94M 0.01%
268,169
-34,979
760
$3.93M 0.01%
77,884
+21,489
761
$3.93M 0.01%
+97,114
762
$3.92M 0.01%
40,889
+3,716
763
$3.92M 0.01%
42,900
+2,643
764
$3.91M 0.01%
232,742
+72,682
765
$3.91M 0.01%
17,402
+343
766
$3.9M 0.01%
19,045
+11,338
767
$3.88M 0.01%
14,104
+4,760
768
$3.88M 0.01%
46,931
-3,392
769
$3.84M 0.01%
108,685
+83,610
770
$3.82M 0.01%
33,348
+6,127
771
$3.81M 0.01%
61,789
-1,684
772
$3.8M 0.01%
128,408
+2,215
773
$3.8M 0.01%
14,700
+3,839
774
$3.8M 0.01%
36,736
+26,216
775
$3.79M 0.01%
99,684
-5,071
29 30
31
32 33