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
1501
$361K ﹤0.01%
5,457
-31
1502
$361K ﹤0.01%
17,973
+4,375
1503
$361K ﹤0.01%
10,115
+1,514
1504
$360K ﹤0.01%
962
-353
1505
$359K ﹤0.01%
12,298
-2,231
1506
$356K ﹤0.01%
28,541
+1,487
1507
$356K ﹤0.01%
3,743
+430
1508
$356K ﹤0.01%
53,600
+100
1509
$355K ﹤0.01%
5,432
1510
$355K ﹤0.01%
809
-11
1511
$354K ﹤0.01%
+9,091
1512
$353K ﹤0.01%
5,769
+303
1513
$353K ﹤0.01%
+5,500
1514
$352K ﹤0.01%
45,642
-52
1515
$350K ﹤0.01%
17,347
+1,463
1516
$347K ﹤0.01%
24,103
+2,231
1517
$347K ﹤0.01%
89,009
-6,582
1518
$347K ﹤0.01%
22,649
+5,021
1519
$346K ﹤0.01%
7,598
+1,725
1520
$345K ﹤0.01%
43,838
-6,468
1521
$345K ﹤0.01%
29,868
+1,567
1522
$345K ﹤0.01%
8,151
+1,447
1523
$343K ﹤0.01%
18,951
-9,640
1524
$342K ﹤0.01%
+1,277
1525
$341K ﹤0.01%
1,602
-46
59 60
61
62 63