Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.9B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,729
New
Increased
Reduced
Closed

Top Buys

1 +$1.37B
2 +$1.02B
3 +$631M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$490M
5
META icon
Meta Platforms (Facebook)
META
+$320M

Top Sells

1 +$63M
2 +$48.4M
3 +$32.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$31.6M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$27.7M

Sector Composition

1 Technology 9.83%
2 Financials 3.85%
3 Consumer Discretionary 2.66%
4 Communication Services 2.45%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$874K ﹤0.01%
+13,162
1452
$874K ﹤0.01%
10,989
-778
1453
$874K ﹤0.01%
15,046
-2,938
1454
$872K ﹤0.01%
10,482
+5,056
1455
$872K ﹤0.01%
16,309
+2,754
1456
$872K ﹤0.01%
+2,050
1457
$869K ﹤0.01%
9,783
-3,356
1458
$869K ﹤0.01%
28,683
-4,036
1459
$865K ﹤0.01%
12,430
-26,569
1460
$863K ﹤0.01%
+11,762
1461
$863K ﹤0.01%
+12,470
1462
$862K ﹤0.01%
8,794
-1,509
1463
$861K ﹤0.01%
7,027
+1,958
1464
$861K ﹤0.01%
10,269
-72,451
1465
$859K ﹤0.01%
2,214
+1,061
1466
$858K ﹤0.01%
4,287
-1,046
1467
$858K ﹤0.01%
35,714
-7
1468
$856K ﹤0.01%
11,825
+1,298
1469
$856K ﹤0.01%
75,117
-969
1470
$855K ﹤0.01%
6,620
+1,511
1471
$854K ﹤0.01%
16,744
+8,528
1472
$853K ﹤0.01%
10,293
-457
1473
$849K ﹤0.01%
11,583
+7,985
1474
$847K ﹤0.01%
34,150
+2,102
1475
$846K ﹤0.01%
1,744
-309