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
1151
$1.55M ﹤0.01%
122,273
+68,133
1152
$1.55M ﹤0.01%
14,562
+506
1153
$1.54M ﹤0.01%
40,981
+35,059
1154
$1.54M ﹤0.01%
10,759
-612
1155
$1.53M ﹤0.01%
96,389
+71,528
1156
$1.53M ﹤0.01%
13,553
+1,575
1157
$1.53M ﹤0.01%
28,250
+23,838
1158
$1.53M ﹤0.01%
33,315
+50
1159
$1.51M ﹤0.01%
5,414
+224
1160
$1.51M ﹤0.01%
33,930
-6,136
1161
$1.5M ﹤0.01%
17,732
+7,059
1162
$1.5M ﹤0.01%
30,968
-9,424
1163
$1.49M ﹤0.01%
22,148
-5,346
1164
$1.49M ﹤0.01%
31,112
-4,269
1165
$1.49M ﹤0.01%
29,348
+12,490
1166
$1.49M ﹤0.01%
14,422
+1,933
1167
$1.49M ﹤0.01%
27,503
+15,545
1168
$1.49M ﹤0.01%
44,311
+34,055
1169
$1.48M ﹤0.01%
26,012
-802
1170
$1.48M ﹤0.01%
8,805
+381
1171
$1.48M ﹤0.01%
10,436
+8,078
1172
$1.48M ﹤0.01%
5,136
-1,710
1173
$1.48M ﹤0.01%
34,441
-204
1174
$1.48M ﹤0.01%
+1,785
1175
$1.48M ﹤0.01%
16,542
+10,268