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
1451
$401K ﹤0.01%
14,701
+1,389
1452
$400K ﹤0.01%
4,639
+523
1453
$400K ﹤0.01%
23,189
+3,290
1454
$399K ﹤0.01%
3,675
-1,034
1455
$397K ﹤0.01%
6,230
+947
1456
$396K ﹤0.01%
41,071
-13,687
1457
$396K ﹤0.01%
+3,923
1458
$396K ﹤0.01%
4,635
-53
1459
$396K ﹤0.01%
3,845
-694
1460
$396K ﹤0.01%
+7,590
1461
$394K ﹤0.01%
2,940
+508
1462
$394K ﹤0.01%
33,860
+106
1463
$393K ﹤0.01%
25,969
+1,707
1464
$393K ﹤0.01%
12,904
+4,104
1465
$393K ﹤0.01%
35,880
-1,410
1466
$392K ﹤0.01%
5,532
+250
1467
$391K ﹤0.01%
3,224
+799
1468
$391K ﹤0.01%
34,607
-15,420
1469
$391K ﹤0.01%
3,620
+750
1470
$390K ﹤0.01%
7,626
-792
1471
$389K ﹤0.01%
13,765
-25,661
1472
$388K ﹤0.01%
6,574
+765
1473
$388K ﹤0.01%
541
+1
1474
$388K ﹤0.01%
8,280
-15,933
1475
$387K ﹤0.01%
12,197
-380
57 58
59
60 61