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
1376
$454K ﹤0.01%
2,018
-60
1377
$453K ﹤0.01%
26,870
-11,840
1378
$452K ﹤0.01%
+7,245
1379
$451K ﹤0.01%
2,675
+371
1380
$450K ﹤0.01%
18,092
+4,404
1381
$449K ﹤0.01%
5,392
+1,432
1382
$449K ﹤0.01%
+6,361
1383
$448K ﹤0.01%
40,898
-948
1384
$447K ﹤0.01%
+1,778
1385
$447K ﹤0.01%
2,297
+86
1386
$446K ﹤0.01%
17,463
+4,939
1387
$446K ﹤0.01%
12,436
-3,879
1388
$446K ﹤0.01%
6,494
+2,166
1389
$446K ﹤0.01%
4,895
+1,384
1390
$443K ﹤0.01%
7,413
+150
1391
$441K ﹤0.01%
22,786
+662
1392
$441K ﹤0.01%
5,442
+343
1393
$440K ﹤0.01%
8,936
+1,677
1394
$440K ﹤0.01%
40,000
1395
$439K ﹤0.01%
8,892
-451
1396
$439K ﹤0.01%
2,304
+188
1397
$438K ﹤0.01%
6,768
+1,654
1398
$438K ﹤0.01%
27,468
+1,585
1399
$437K ﹤0.01%
26,577
+8,486
1400
$436K ﹤0.01%
+13,844
54 55
56
57 58