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
1476
$385K ﹤0.01%
17,977
+2,641
1477
$384K ﹤0.01%
15,002
+2,440
1478
$384K ﹤0.01%
26,617
+11,329
1479
$382K ﹤0.01%
19,717
+1,221
1480
$382K ﹤0.01%
21,355
+1,540
1481
$381K ﹤0.01%
8,532
+4
1482
$380K ﹤0.01%
5,701
-1,042
1483
$379K ﹤0.01%
1,048
+97
1484
$376K ﹤0.01%
9,441
+67
1485
$376K ﹤0.01%
11,308
+103
1486
$375K ﹤0.01%
2,453
+139
1487
$374K ﹤0.01%
7,177
+52
1488
$374K ﹤0.01%
20,595
+3,864
1489
$374K ﹤0.01%
4,135
+782
1490
$374K ﹤0.01%
3,006
-778
1491
$371K ﹤0.01%
2,064
-63
1492
$370K ﹤0.01%
4,388
-10
1493
$369K ﹤0.01%
3,364
-371
1494
$368K ﹤0.01%
+8,311
1495
$368K ﹤0.01%
24,775
+2,420
1496
$366K ﹤0.01%
9,366
-2,245
1497
$364K ﹤0.01%
64,263
-5,341
1498
$364K ﹤0.01%
19,530
+4,462
1499
$363K ﹤0.01%
256
+19
1500
$362K ﹤0.01%
24,358
+8,180
58 59
60
61 62