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
$33.2B
AUM Growth
+$6.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,136
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$341M
3
+$235M
4
MSFT icon
Microsoft
MSFT
+$206M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$171M

Top Sells

1
+$30.7M
2
+$22M
3
+$22M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$14.9M
5
PFG icon
Principal Financial Group
PFG
+$13.5M

Sector Composition

1 Technology 8.81%
2 Healthcare 4.28%
3 Financials 3.92%
4 Consumer Discretionary 2.68%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$539K ﹤0.01%
8,534
+1,529
1277
$539K ﹤0.01%
+23,998
1278
$538K ﹤0.01%
+14,298
1279
$537K ﹤0.01%
4,018
-208
1280
$536K ﹤0.01%
6,526
+26
1281
$536K ﹤0.01%
14,137
+384
1282
$536K ﹤0.01%
14,660
-97
1283
$536K ﹤0.01%
36,234
+817
1284
$535K ﹤0.01%
6,344
+802
1285
$534K ﹤0.01%
4,761
+107
1286
$534K ﹤0.01%
17,452
+3,435
1287
$531K ﹤0.01%
2,611
+600
1288
$531K ﹤0.01%
9,508
-132
1289
$530K ﹤0.01%
12,889
+703
1290
$530K ﹤0.01%
14,432
-22,777
1291
$530K ﹤0.01%
13,081
+1,036
1292
$529K ﹤0.01%
+5,881
1293
$528K ﹤0.01%
1,733
+259
1294
$527K ﹤0.01%
3,051
+555
1295
$527K ﹤0.01%
8,646
+1,811
1296
$527K ﹤0.01%
6,105
-124
1297
$525K ﹤0.01%
8,391
-5,477
1298
$525K ﹤0.01%
21,568
+9,010
1299
$525K ﹤0.01%
12,309
+1,039
1300
$525K ﹤0.01%
3,442
-831
50 51
52
53 54