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
926
$1.13M ﹤0.01%
116,247
-25,276
927
$1.12M ﹤0.01%
2,887
+52
928
$1.12M ﹤0.01%
5,543
+1,900
929
$1.12M ﹤0.01%
12,888
+2,235
930
$1.12M ﹤0.01%
36,940
-3,974
931
$1.12M ﹤0.01%
4,325
+2
932
$1.12M ﹤0.01%
26,317
+512
933
$1.11M ﹤0.01%
13,957
+492
934
$1.11M ﹤0.01%
19,065
-138
935
$1.1M ﹤0.01%
5,122
+101
936
$1.1M ﹤0.01%
10,379
-5,705
937
$1.1M ﹤0.01%
20,506
+3,613
938
$1.09M ﹤0.01%
+31,318
939
$1.09M ﹤0.01%
17,147
+3,496
940
$1.09M ﹤0.01%
21,498
+696
941
$1.09M ﹤0.01%
50,276
-2,611
942
$1.08M ﹤0.01%
21,048
+385
943
$1.07M ﹤0.01%
32,645
-6,054
944
$1.07M ﹤0.01%
39,513
-8,766
945
$1.06M ﹤0.01%
18,215
-1,328
946
$1.06M ﹤0.01%
26,046
+17,324
947
$1.06M ﹤0.01%
11,166
-1,386
948
$1.06M ﹤0.01%
17,928
+1,034
949
$1.06M ﹤0.01%
19,141
+1,185
950
$1.06M ﹤0.01%
6,422
+4,826
36 37
38
39 40