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
1626
$288K ﹤0.01%
1,442
-100
1627
$288K ﹤0.01%
3,802
-793
1628
$287K ﹤0.01%
3,696
+423
1629
$287K ﹤0.01%
5,213
+21
1630
$287K ﹤0.01%
8,841
+322
1631
$286K ﹤0.01%
15,166
1632
$286K ﹤0.01%
1,224
-438
1633
$284K ﹤0.01%
65,800
1634
$284K ﹤0.01%
2,258
+223
1635
$284K ﹤0.01%
17,962
-3,528
1636
$283K ﹤0.01%
11,173
-1,959
1637
$282K ﹤0.01%
+2,600
1638
$282K ﹤0.01%
+5,642
1639
$281K ﹤0.01%
+8,272
1640
$281K ﹤0.01%
5,364
-3,787
1641
$281K ﹤0.01%
2,928
-367
1642
$280K ﹤0.01%
+4,248
1643
$280K ﹤0.01%
7,439
-435
1644
$280K ﹤0.01%
24,864
+761
1645
$279K ﹤0.01%
11,150
+100
1646
$279K ﹤0.01%
88,162
+239
1647
$278K ﹤0.01%
+3,300
1648
$278K ﹤0.01%
4,334
-55
1649
$278K ﹤0.01%
+43,476
1650
$277K ﹤0.01%
8,977
-638
64 65
66
67 68