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
1226
$205K ﹤0.01%
+3,748
1227
$204K ﹤0.01%
+6,192
1228
$204K ﹤0.01%
16,778
+627
1229
$204K ﹤0.01%
+5,758
1230
$204K ﹤0.01%
+8,090
1231
$204K ﹤0.01%
8,066
-1,000
1232
$203K ﹤0.01%
9,672
-3,094
1233
$203K ﹤0.01%
6,289
-1,873
1234
$202K ﹤0.01%
+5,605
1235
$202K ﹤0.01%
3,794
-1,158
1236
$202K ﹤0.01%
18,200
-223
1237
$202K ﹤0.01%
+2,433
1238
$202K ﹤0.01%
+9,092
1239
$201K ﹤0.01%
+1,043
1240
$201K ﹤0.01%
+7,827
1241
$198K ﹤0.01%
22,177
-7,533
1242
$197K ﹤0.01%
11,407
+136
1243
$197K ﹤0.01%
17,521
-1,672
1244
$196K ﹤0.01%
+14,176
1245
$191K ﹤0.01%
+15,205
1246
$188K ﹤0.01%
+11,240
1247
$187K ﹤0.01%
14,774
-2,425
1248
$187K ﹤0.01%
+11,153
1249
$185K ﹤0.01%
+12,144
1250
$184K ﹤0.01%
16,609
+1,542
48 49
50
51 52