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
826
$3.24M 0.01%
215,297
+99,519
827
$3.24M 0.01%
19,362
+8,889
828
$3.24M 0.01%
29,042
-1,584
829
$3.24M 0.01%
100,758
+50,933
830
$3.24M 0.01%
16,576
+829
831
$3.22M 0.01%
16,966
+5,623
832
$3.21M 0.01%
101,410
-22,640
833
$3.19M 0.01%
13,408
+2,079
834
$3.19M 0.01%
60,338
-38,923
835
$3.18M 0.01%
2,414
+154
836
$3.18M 0.01%
116,347
+7,965
837
$3.18M 0.01%
41,478
-14
838
$3.17M 0.01%
72,136
+9,915
839
$3.17M 0.01%
17,829
+12,579
840
$3.16M 0.01%
133,713
+98,504
841
$3.16M 0.01%
44,119
-8,053
842
$3.16M 0.01%
39,191
+15,736
843
$3.16M 0.01%
49,169
+12,477
844
$3.15M 0.01%
10,031
+3,255
845
$3.15M 0.01%
+25,362
846
$3.14M 0.01%
68,543
-14,061
847
$3.13M 0.01%
62,368
-11,972
848
$3.13M 0.01%
86,507
-4,063
849
$3.12M 0.01%
25,289
+4,437
850
$3.11M 0.01%
33,187
+21,492
32 33
34
35 36