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
1176
$644K ﹤0.01%
22,925
+1,695
1177
$644K ﹤0.01%
111,445
+11,454
1178
$643K ﹤0.01%
7,976
-10
1179
$642K ﹤0.01%
8,231
+2,649
1180
$636K ﹤0.01%
10,746
-1,023
1181
$632K ﹤0.01%
16,346
-3,336
1182
$632K ﹤0.01%
4,576
+2,002
1183
$631K ﹤0.01%
2,297
+104
1184
$629K ﹤0.01%
17,680
+4,842
1185
$628K ﹤0.01%
33,413
-33,254
1186
$627K ﹤0.01%
+6,003
1187
$627K ﹤0.01%
3,644
-309
1188
$627K ﹤0.01%
14,405
-93
1189
$627K ﹤0.01%
43,964
+2,627
1190
$625K ﹤0.01%
+31,844
1191
$624K ﹤0.01%
9,028
+250
1192
$623K ﹤0.01%
13,250
-11
1193
$622K ﹤0.01%
25,418
+6,151
1194
$621K ﹤0.01%
7,722
1195
$619K ﹤0.01%
9,271
+301
1196
$617K ﹤0.01%
30,200
-457
1197
$617K ﹤0.01%
7,362
-834
1198
$616K ﹤0.01%
27,466
-15,900
1199
$616K ﹤0.01%
24,098
-1,546
1200
$616K ﹤0.01%
2,402
+530
46 47
48
49 50