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
776
$3.79M 0.01%
26,783
+7,355
777
$3.78M 0.01%
17,784
+12,743
778
$3.72M 0.01%
36,729
+9,386
779
$3.72M 0.01%
13,890
+1,997
780
$3.71M 0.01%
90,669
+65,734
781
$3.67M 0.01%
159,988
+49,347
782
$3.67M 0.01%
7,438
-242
783
$3.62M 0.01%
50,249
-683
784
$3.62M 0.01%
41,195
-3,958
785
$3.61M 0.01%
15,709
+6,038
786
$3.61M 0.01%
88,102
-10,206
787
$3.59M 0.01%
47,202
+805
788
$3.57M 0.01%
14,422
+9,549
789
$3.57M 0.01%
55,403
+45,424
790
$3.56M 0.01%
75,852
-8,726
791
$3.56M 0.01%
49,344
-1,603
792
$3.56M 0.01%
32,178
-2,366
793
$3.53M 0.01%
24,248
+13,995
794
$3.53M 0.01%
35,268
+22,386
795
$3.51M 0.01%
140,826
-5,285
796
$3.51M 0.01%
25,461
+4,897
797
$3.49M 0.01%
37,304
+4,198
798
$3.46M 0.01%
15,249
+978
799
$3.45M 0.01%
20,959
-341
800
$3.45M 0.01%
70,208
+31,918
30 31
32
33 34