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
1351
$477K ﹤0.01%
8,548
-152
1352
$475K ﹤0.01%
75,452
-6,790
1353
$474K ﹤0.01%
50,347
+8,722
1354
$473K ﹤0.01%
3,978
-188
1355
$473K ﹤0.01%
13,277
-23
1356
$473K ﹤0.01%
26,570
+2,487
1357
$472K ﹤0.01%
7,422
+250
1358
$471K ﹤0.01%
12,746
+5,392
1359
$469K ﹤0.01%
21,775
-15
1360
$468K ﹤0.01%
23,226
-5,574
1361
$466K ﹤0.01%
5,591
+1,503
1362
$465K ﹤0.01%
10,123
+156
1363
$464K ﹤0.01%
12,349
+4,910
1364
$463K ﹤0.01%
8,383
-100
1365
$461K ﹤0.01%
2,650
+495
1366
$460K ﹤0.01%
33,497
+9,545
1367
$460K ﹤0.01%
15,406
-25,686
1368
$460K ﹤0.01%
8,987
+2,833
1369
$459K ﹤0.01%
14,049
+2,375
1370
$458K ﹤0.01%
15,593
+376
1371
$458K ﹤0.01%
4,622
+15
1372
$458K ﹤0.01%
6,852
+2,869
1373
$457K ﹤0.01%
93,153
-7,173
1374
$457K ﹤0.01%
1,146
-51
1375
$456K ﹤0.01%
19,703
+57
53 54
55
56 57