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
1501
$792K ﹤0.01%
72,601
+33,905
1502
$791K ﹤0.01%
9,634
+204
1503
$790K ﹤0.01%
9,761
+2,777
1504
$789K ﹤0.01%
12,412
-816
1505
$780K ﹤0.01%
8,043
+2,755
1506
$780K ﹤0.01%
97,637
-6,027
1507
$780K ﹤0.01%
3,165
+1,113
1508
$775K ﹤0.01%
28,626
+9,247
1509
$775K ﹤0.01%
+31,193
1510
$773K ﹤0.01%
16,767
-2,977
1511
$765K ﹤0.01%
25,304
-7,417
1512
$764K ﹤0.01%
50,471
+9,926
1513
$764K ﹤0.01%
14,863
1514
$764K ﹤0.01%
61,622
+22,796
1515
$760K ﹤0.01%
11,460
+6,201
1516
$759K ﹤0.01%
3,403
+286
1517
$755K ﹤0.01%
57,869
+7,176
1518
$755K ﹤0.01%
4,723
-987
1519
$753K ﹤0.01%
82,186
+21,059
1520
$752K ﹤0.01%
8,393
-23
1521
$752K ﹤0.01%
9,408
-601
1522
$750K ﹤0.01%
16,716
-108
1523
$748K ﹤0.01%
3,064
+400
1524
$746K ﹤0.01%
+12,725
1525
$745K ﹤0.01%
26,339
+12,937
59 60
61
62 63