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
776
$1.73M 0.01%
41,338
+14,837
777
$1.73M 0.01%
49,197
+2,497
778
$1.73M 0.01%
51,199
+26,333
779
$1.73M 0.01%
15,586
+9,434
780
$1.72M 0.01%
39,696
-54
781
$1.71M 0.01%
67,118
-2,295
782
$1.69M 0.01%
27,362
-9
783
$1.68M 0.01%
45,450
-17,892
784
$1.66M 0.01%
33,348
+4,356
785
$1.66M 0.01%
78,134
+28,825
786
$1.65M 0.01%
28,761
+2,040
787
$1.65M 0.01%
14,978
-4,408
788
$1.65M 0.01%
9,983
-513
789
$1.64M ﹤0.01%
20,787
-1,459
790
$1.64M ﹤0.01%
22,117
+739
791
$1.64M ﹤0.01%
+35,249
792
$1.62M ﹤0.01%
21,738
+2,856
793
$1.62M ﹤0.01%
52,261
+144
794
$1.62M ﹤0.01%
14,352
-15,339
795
$1.61M ﹤0.01%
28,155
-1,000
796
$1.6M ﹤0.01%
9,135
-903
797
$1.59M ﹤0.01%
11,152
+1,151
798
$1.59M ﹤0.01%
14,646
-1,016
799
$1.58M ﹤0.01%
36,089
-16,250
800
$1.57M ﹤0.01%
31,913
+2,799
30 31
32
33 34