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
1476
$842K ﹤0.01%
6,639
-306
1477
$839K ﹤0.01%
25,238
+9,267
1478
$838K ﹤0.01%
11,241
+1,363
1479
$837K ﹤0.01%
+29,650
1480
$834K ﹤0.01%
92,927
+51,784
1481
$832K ﹤0.01%
24,073
+1,129
1482
$830K ﹤0.01%
13,260
+327
1483
$827K ﹤0.01%
24,413
-2,085
1484
$827K ﹤0.01%
19,433
-5,887
1485
$825K ﹤0.01%
2,110
+279
1486
$822K ﹤0.01%
20,101
-14,054
1487
$822K ﹤0.01%
22,604
+18,321
1488
$820K ﹤0.01%
19,132
-2,686
1489
$816K ﹤0.01%
25,107
+7,820
1490
$812K ﹤0.01%
39,954
+12,227
1491
$810K ﹤0.01%
10,514
-2,458
1492
$810K ﹤0.01%
16,254
+2,013
1493
$808K ﹤0.01%
7,759
+1,295
1494
$807K ﹤0.01%
21,652
1495
$804K ﹤0.01%
9,502
+5,985
1496
$802K ﹤0.01%
34,056
+460
1497
$800K ﹤0.01%
6,231
-190
1498
$799K ﹤0.01%
7,879
-4,140
1499
$796K ﹤0.01%
+28,433
1500
$793K ﹤0.01%
11,019
-132