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
1201
$220K ﹤0.01%
+2,430
1202
$220K ﹤0.01%
8,269
-983
1203
$220K ﹤0.01%
+6,115
1204
$220K ﹤0.01%
+17,758
1205
$219K ﹤0.01%
+3,081
1206
$219K ﹤0.01%
8,576
-905
1207
$219K ﹤0.01%
12,471
+53
1208
$218K ﹤0.01%
1,742
+43
1209
$217K ﹤0.01%
+1,167
1210
$217K ﹤0.01%
9,658
-1,163
1211
$217K ﹤0.01%
+9,444
1212
$216K ﹤0.01%
+7,492
1213
$216K ﹤0.01%
+3,702
1214
$215K ﹤0.01%
15,005
+2,317
1215
$214K ﹤0.01%
+2,303
1216
$212K ﹤0.01%
4,622
-721
1217
$211K ﹤0.01%
26
1218
$211K ﹤0.01%
+10,665
1219
$210K ﹤0.01%
+469
1220
$210K ﹤0.01%
+15,464
1221
$209K ﹤0.01%
8,032
-776
1222
$207K ﹤0.01%
3,330
-4,484
1223
$207K ﹤0.01%
+3,140
1224
$206K ﹤0.01%
+755
1225
$206K ﹤0.01%
17,129
47 48
49
50 51