Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.01B
AUM Growth
+$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,421
New
Increased
Reduced
Closed

Top Buys

1
+$66.9M
2
+$48.4M
3
+$41.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$39.5M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$26M

Top Sells

1
+$202M
2
+$23.3M
3
+$23.1M
4
TSLA icon
Tesla
TSLA
+$18.7M
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$12.9M

Sector Composition

1 Technology 9.37%
2 Healthcare 4.32%
3 Financials 3.91%
4 Consumer Discretionary 3.76%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$274K ﹤0.01%
12,000
1102
$274K ﹤0.01%
+3,747
1103
$274K ﹤0.01%
47,925
-34,260
1104
$273K ﹤0.01%
+7,554
1105
$272K ﹤0.01%
+1,527
1106
$272K ﹤0.01%
11,516
-3,605
1107
$271K ﹤0.01%
22,053
+245
1108
$271K ﹤0.01%
+5,024
1109
$271K ﹤0.01%
+2,085
1110
$270K ﹤0.01%
+1,504
1111
$270K ﹤0.01%
2,831
+239
1112
$270K ﹤0.01%
39,270
-8,172
1113
$270K ﹤0.01%
8,205
-302
1114
$270K ﹤0.01%
29,241
+5,043
1115
$269K ﹤0.01%
20,641
+6,060
1116
$269K ﹤0.01%
13,607
-460
1117
$266K ﹤0.01%
5,756
+98
1118
$265K ﹤0.01%
+1,064
1119
$264K ﹤0.01%
22,030
-5,000
1120
$263K ﹤0.01%
4,408
-131
1121
$263K ﹤0.01%
3,469
-1,284
1122
$262K ﹤0.01%
+9,404
1123
$260K ﹤0.01%
+10,968
1124
$260K ﹤0.01%
+3,497
1125
$258K ﹤0.01%
+4,989
43 44
45
46 47