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
1126
$1.63M ﹤0.01%
78,028
+67,828
1127
$1.63M ﹤0.01%
56,890
+35,203
1128
$1.62M ﹤0.01%
31,962
+7,907
1129
$1.62M ﹤0.01%
7,671
-194
1130
$1.62M ﹤0.01%
12,619
+246
1131
$1.61M ﹤0.01%
32,906
+7,930
1132
$1.61M ﹤0.01%
9,657
-6,293
1133
$1.6M ﹤0.01%
24,140
+4,414
1134
$1.6M ﹤0.01%
17,474
+6,852
1135
$1.6M ﹤0.01%
+22,149
1136
$1.6M ﹤0.01%
34,967
+11,265
1137
$1.6M ﹤0.01%
64,348
-16,131
1138
$1.59M ﹤0.01%
13,287
+637
1139
$1.59M ﹤0.01%
4,831
-1,482
1140
$1.59M ﹤0.01%
9,970
+6,108
1141
$1.58M ﹤0.01%
36,439
-13,374
1142
$1.58M ﹤0.01%
129,467
+3,143
1143
$1.58M ﹤0.01%
8,225
-136
1144
$1.58M ﹤0.01%
18,297
+4,885
1145
$1.57M ﹤0.01%
9,033
+4,126
1146
$1.57M ﹤0.01%
60,877
+35,327
1147
$1.56M ﹤0.01%
15,530
+4,086
1148
$1.55M ﹤0.01%
16,327
-28,206
1149
$1.55M ﹤0.01%
8,928
+2,263
1150
$1.55M ﹤0.01%
27,263
-981