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
1426
$416K ﹤0.01%
+72,146
1427
$415K ﹤0.01%
2,877
+160
1428
$415K ﹤0.01%
10,988
+4,462
1429
$414K ﹤0.01%
4,695
-989
1430
$413K ﹤0.01%
48,777
-2,419
1431
$413K ﹤0.01%
14,452
+741
1432
$412K ﹤0.01%
16,744
+2,288
1433
$412K ﹤0.01%
57,570
+4,817
1434
$411K ﹤0.01%
50,881
+5,153
1435
$411K ﹤0.01%
12,750
+845
1436
$410K ﹤0.01%
1,852
-43
1437
$410K ﹤0.01%
5,000
+374
1438
$410K ﹤0.01%
4,683
+147
1439
$409K ﹤0.01%
7,045
1440
$408K ﹤0.01%
14,213
-2,121
1441
$407K ﹤0.01%
7,565
+1,561
1442
$404K ﹤0.01%
14,745
-506
1443
$404K ﹤0.01%
5,326
-446
1444
$404K ﹤0.01%
20,259
-800
1445
$404K ﹤0.01%
11,274
+6
1446
$403K ﹤0.01%
20,134
+8,375
1447
$403K ﹤0.01%
4,717
+603
1448
$403K ﹤0.01%
12,837
+1,773
1449
$402K ﹤0.01%
8,111
+5,697
1450
$402K ﹤0.01%
28,915
+11,585
56 57
58
59 60