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
1076
$793K ﹤0.01%
10,966
+668
1077
$789K ﹤0.01%
13,366
-8,455
1078
$787K ﹤0.01%
16,564
+1,057
1079
$786K ﹤0.01%
+17,998
1080
$782K ﹤0.01%
61,081
+5,152
1081
$781K ﹤0.01%
30,452
-4,961
1082
$780K ﹤0.01%
19,899
-413
1083
$779K ﹤0.01%
38,897
+8,111
1084
$779K ﹤0.01%
4,160
-227
1085
$777K ﹤0.01%
15,789
-2,207
1086
$776K ﹤0.01%
27,161
+1,372
1087
$770K ﹤0.01%
26,863
-578
1088
$768K ﹤0.01%
27,404
-8,482
1089
$768K ﹤0.01%
20,863
+751
1090
$767K ﹤0.01%
6,666
+309
1091
$766K ﹤0.01%
39,771
-2,545
1092
$764K ﹤0.01%
35,112
-3,094
1093
$763K ﹤0.01%
7,885
+2,955
1094
$763K ﹤0.01%
6,406
-1,387
1095
$763K ﹤0.01%
48,102
+376
1096
$758K ﹤0.01%
6,328
+5
1097
$756K ﹤0.01%
39,478
-8,561
1098
$756K ﹤0.01%
+28,810
1099
$756K ﹤0.01%
4,386
-4,361
1100
$752K ﹤0.01%
2,109
-537
42 43
44
45 46