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
1051
$1.93M ﹤0.01%
43,288
+8,353
1052
$1.93M ﹤0.01%
400,413
-191,371
1053
$1.92M ﹤0.01%
8,461
-839
1054
$1.91M ﹤0.01%
1,279
+335
1055
$1.91M ﹤0.01%
27,528
+1,194
1056
$1.91M ﹤0.01%
5,915
+2,990
1057
$1.91M ﹤0.01%
19,357
+1,287
1058
$1.9M ﹤0.01%
38,619
-1,333
1059
$1.9M ﹤0.01%
51,710
+21,724
1060
$1.89M ﹤0.01%
58,989
-21,990
1061
$1.89M ﹤0.01%
13,061
-1,715
1062
$1.88M ﹤0.01%
40,539
-2,084
1063
$1.88M ﹤0.01%
11,548
+377
1064
$1.87M ﹤0.01%
17,008
-3,288
1065
$1.86M ﹤0.01%
+75,309
1066
$1.86M ﹤0.01%
46,970
+29,445
1067
$1.86M ﹤0.01%
20,273
+796
1068
$1.86M ﹤0.01%
37,763
-11,288
1069
$1.85M ﹤0.01%
22,434
-1,125
1070
$1.85M ﹤0.01%
223,838
-51,473
1071
$1.85M ﹤0.01%
33,222
+876
1072
$1.85M ﹤0.01%
10,818
+3,193
1073
$1.85M ﹤0.01%
31,447
+4,092
1074
$1.84M ﹤0.01%
28,319
+3,437
1075
$1.82M ﹤0.01%
50,108
-1,620