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
1226
$583K ﹤0.01%
25,974
-4,915
1227
$583K ﹤0.01%
13,561
+5,183
1228
$583K ﹤0.01%
27,340
-3,552
1229
$582K ﹤0.01%
17,055
-53
1230
$582K ﹤0.01%
2,334
+269
1231
$579K ﹤0.01%
+17,822
1232
$578K ﹤0.01%
2,043
-440
1233
$577K ﹤0.01%
30,209
+10,874
1234
$575K ﹤0.01%
24,103
-1,392
1235
$574K ﹤0.01%
11,258
+1,104
1236
$572K ﹤0.01%
17,203
+1,844
1237
$572K ﹤0.01%
14,172
+59
1238
$571K ﹤0.01%
10,002
-17
1239
$571K ﹤0.01%
27,083
-9,357
1240
$570K ﹤0.01%
10,452
+831
1241
$570K ﹤0.01%
15,103
+1,440
1242
$570K ﹤0.01%
9,030
-5,900
1243
$570K ﹤0.01%
126,297
+13,495
1244
$569K ﹤0.01%
39,542
-3,884
1245
$569K ﹤0.01%
12,670
-2,195
1246
$566K ﹤0.01%
15,908
+87
1247
$566K ﹤0.01%
15,271
+260
1248
$565K ﹤0.01%
466
-4
1249
$565K ﹤0.01%
18,412
-3,032
1250
$565K ﹤0.01%
12,865
+720
48 49
50
51 52