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
1001
$943K ﹤0.01%
17,074
+6,458
1002
$936K ﹤0.01%
18,650
-56,592
1003
$935K ﹤0.01%
9,413
-2,188
1004
$932K ﹤0.01%
5,532
+1,361
1005
$927K ﹤0.01%
13,039
+2,926
1006
$927K ﹤0.01%
6,455
-1,151
1007
$927K ﹤0.01%
76,880
-2,955
1008
$925K ﹤0.01%
6,687
+567
1009
$921K ﹤0.01%
17,306
-38
1010
$920K ﹤0.01%
19,045
-17,639
1011
$919K ﹤0.01%
22,286
+3,069
1012
$918K ﹤0.01%
61,700
-1,125
1013
$915K ﹤0.01%
8,671
+930
1014
$915K ﹤0.01%
15,387
+4,862
1015
$914K ﹤0.01%
6,920
+1,306
1016
$913K ﹤0.01%
53,258
-2,973
1017
$912K ﹤0.01%
150,000
1018
$909K ﹤0.01%
16,626
+2,740
1019
$904K ﹤0.01%
19,471
-11,147
1020
$903K ﹤0.01%
6,047
+95
1021
$901K ﹤0.01%
16,814
-2,442
1022
$901K ﹤0.01%
6,135
+915
1023
$898K ﹤0.01%
22,800
-2,463
1024
$895K ﹤0.01%
18,594
+318
1025
$890K ﹤0.01%
7,677
+418
39 40
41
42 43