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
851
$3.11M 0.01%
212,596
-12,638
852
$3.11M 0.01%
20,873
-383
853
$3.1M 0.01%
126,099
+11,050
854
$3.1M 0.01%
12,643
-631
855
$3.1M 0.01%
184,946
-27,896
856
$3.09M 0.01%
92,558
+21,027
857
$3.08M 0.01%
4,892
+1,968
858
$3.07M 0.01%
9,109
+4,942
859
$3.06M 0.01%
81,231
+3,276
860
$3.05M 0.01%
27,566
+12,959
861
$3.05M 0.01%
24,005
+16,859
862
$3.05M 0.01%
12,331
+1,666
863
$3.04M 0.01%
157,181
-13,903
864
$3.02M 0.01%
31,414
+1,659
865
$3.02M 0.01%
37,819
+13,207
866
$3.01M 0.01%
70,805
+51,955
867
$3.01M 0.01%
41,430
-17,178
868
$3.01M 0.01%
40,022
+9,265
869
$3M 0.01%
15,319
+11,426
870
$3M 0.01%
24,795
+12,629
871
$3M 0.01%
25,069
+3,302
872
$2.99M 0.01%
116,222
+27,777
873
$2.99M 0.01%
76,310
-4,651
874
$2.98M 0.01%
29,074
-2,086
875
$2.97M 0.01%
163,042
+132,198
33 34
35
36 37