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
1626
$625K ﹤0.01%
81,634
-15,183
1627
$625K ﹤0.01%
15,769
+920
1628
$624K ﹤0.01%
6,898
-530
1629
$623K ﹤0.01%
+34,721
1630
$621K ﹤0.01%
2,446
+826
1631
$621K ﹤0.01%
12,850
+7,310
1632
$621K ﹤0.01%
55,211
-7,266
1633
$618K ﹤0.01%
13,139
-31,618
1634
$617K ﹤0.01%
40,798
+19,583
1635
$612K ﹤0.01%
50,976
-22,723
1636
$612K ﹤0.01%
35,864
+132
1637
$611K ﹤0.01%
+8,292
1638
$610K ﹤0.01%
6,187
-53
1639
$610K ﹤0.01%
30,089
+306
1640
$609K ﹤0.01%
5,468
+3,114
1641
$609K ﹤0.01%
15,202
-8,169
1642
$608K ﹤0.01%
+3,841
1643
$608K ﹤0.01%
14,566
+229
1644
$608K ﹤0.01%
19,082
-5,761
1645
$607K ﹤0.01%
2,988
+1,274
1646
$606K ﹤0.01%
+23,580
1647
$606K ﹤0.01%
21,296
+5,823
1648
$605K ﹤0.01%
9,220
+3,174
1649
$605K ﹤0.01%
16,295
+7,042
1650
$604K ﹤0.01%
12,951
-3,517
64 65
66
67 68