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
1301
$524K ﹤0.01%
29,586
+4,538
1302
$522K ﹤0.01%
152,605
-43,409
1303
$521K ﹤0.01%
8,002
+1,441
1304
$521K ﹤0.01%
15,211
-10,102
1305
$521K ﹤0.01%
13,415
-2,556
1306
$520K ﹤0.01%
4,750
+461
1307
$520K ﹤0.01%
5,559
-4,288
1308
$519K ﹤0.01%
2,290
+444
1309
$516K ﹤0.01%
5,459
-168
1310
$515K ﹤0.01%
4,212
+609
1311
$515K ﹤0.01%
12,747
+1,718
1312
$515K ﹤0.01%
1,563
+179
1313
$514K ﹤0.01%
10,083
-1,033
1314
$513K ﹤0.01%
49,397
-21,636
1315
$513K ﹤0.01%
8,100
+278
1316
$512K ﹤0.01%
+9,347
1317
$511K ﹤0.01%
32,788
-2,278
1318
$510K ﹤0.01%
1,238
+306
1319
$510K ﹤0.01%
10,102
-432
1320
$509K ﹤0.01%
9,672
+488
1321
$509K ﹤0.01%
15,192
+295
1322
$506K ﹤0.01%
6,334
-812
1323
$504K ﹤0.01%
21,355
1324
$503K ﹤0.01%
+9,168
1325
$503K ﹤0.01%
9,049
+433
51 52
53
54 55