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
1551
$701K ﹤0.01%
6,093
+431
1552
$700K ﹤0.01%
13,393
+1,580
1553
$699K ﹤0.01%
4,869
+200
1554
$699K ﹤0.01%
8,321
+4,805
1555
$697K ﹤0.01%
16,062
+5,708
1556
$696K ﹤0.01%
1,440
-3,932
1557
$695K ﹤0.01%
566
+84
1558
$695K ﹤0.01%
2,489
+927
1559
$695K ﹤0.01%
22,375
+3,286
1560
$694K ﹤0.01%
+12,856
1561
$693K ﹤0.01%
21,081
+1,075
1562
$692K ﹤0.01%
+13,206
1563
$690K ﹤0.01%
+160,000
1564
$686K ﹤0.01%
35,807
+5,319
1565
$686K ﹤0.01%
16,299
+4,593
1566
$685K ﹤0.01%
+13,708
1567
$685K ﹤0.01%
8,542
+1,190
1568
$685K ﹤0.01%
12,822
+1,285
1569
$683K ﹤0.01%
+6,790
1570
$681K ﹤0.01%
16,739
+7,256
1571
$679K ﹤0.01%
10,924
+5,361
1572
$676K ﹤0.01%
44,975
+350
1573
$676K ﹤0.01%
19,482
+6,972
1574
$675K ﹤0.01%
19,764
+7,959
1575
$673K ﹤0.01%
6,069
+555