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
1101
$749K ﹤0.01%
2,734
+242
1102
$749K ﹤0.01%
12,246
+7,249
1103
$747K ﹤0.01%
71,598
-48
1104
$745K ﹤0.01%
6,885
+1,121
1105
$741K ﹤0.01%
9,650
+624
1106
$739K ﹤0.01%
85,480
1107
$736K ﹤0.01%
6,434
+1,500
1108
$734K ﹤0.01%
7,011
+60
1109
$731K ﹤0.01%
24,549
-2,392
1110
$729K ﹤0.01%
4,071
-105
1111
$729K ﹤0.01%
23,134
-5,061
1112
$725K ﹤0.01%
5,666
+2,129
1113
$725K ﹤0.01%
30,910
-11,670
1114
$724K ﹤0.01%
21,038
+1,363
1115
$723K ﹤0.01%
13,366
-207
1116
$723K ﹤0.01%
30,591
-15,862
1117
$721K ﹤0.01%
11,933
-1,503
1118
$721K ﹤0.01%
14,457
+963
1119
$720K ﹤0.01%
9,896
+458
1120
$718K ﹤0.01%
208,620
+22,093
1121
$717K ﹤0.01%
4,612
+645
1122
$716K ﹤0.01%
15,835
+1,462
1123
$714K ﹤0.01%
30,931
-4,068
1124
$713K ﹤0.01%
10,303
-1,355
1125
$712K ﹤0.01%
5,590
-211
43 44
45
46 47