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
1651
$604K ﹤0.01%
25,323
+13,762
1652
$604K ﹤0.01%
17,121
+571
1653
$604K ﹤0.01%
22,120
-425
1654
$603K ﹤0.01%
8,311
+4,446
1655
$602K ﹤0.01%
12,668
-28,760
1656
$600K ﹤0.01%
9,277
+2,004
1657
$599K ﹤0.01%
7,675
-207
1658
$598K ﹤0.01%
38,414
-9,454
1659
$594K ﹤0.01%
18,806
+8,832
1660
$594K ﹤0.01%
23,266
-8,777
1661
$593K ﹤0.01%
27,560
+12,559
1662
$593K ﹤0.01%
7,837
+2,161
1663
$592K ﹤0.01%
8,833
+2,726
1664
$592K ﹤0.01%
+21,496
1665
$592K ﹤0.01%
17,496
+346
1666
$592K ﹤0.01%
4,645
+1,650
1667
$591K ﹤0.01%
18,503
+270
1668
$590K ﹤0.01%
6,804
+1,440
1669
$590K ﹤0.01%
5,424
-817
1670
$589K ﹤0.01%
7,781
-294
1671
$589K ﹤0.01%
5,622
+2,872
1672
$589K ﹤0.01%
3,151
+916
1673
$588K ﹤0.01%
8,023
+2,424
1674
$586K ﹤0.01%
+31,550
1675
$586K ﹤0.01%
23,189
+290