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
1676
$267K ﹤0.01%
5,037
-814
1677
$266K ﹤0.01%
+3,266
1678
$266K ﹤0.01%
3,502
+67
1679
$266K ﹤0.01%
13,398
+2,458
1680
$266K ﹤0.01%
+11,399
1681
$266K ﹤0.01%
5,198
1682
$265K ﹤0.01%
3,149
-493
1683
$264K ﹤0.01%
+7,990
1684
$263K ﹤0.01%
+19,579
1685
$263K ﹤0.01%
+816
1686
$263K ﹤0.01%
+9,625
1687
$263K ﹤0.01%
3,717
1688
$263K ﹤0.01%
7,535
+321
1689
$263K ﹤0.01%
+1,843
1690
$262K ﹤0.01%
5,880
-1,218
1691
$262K ﹤0.01%
17,099
-2,720
1692
$262K ﹤0.01%
+5,251
1693
$262K ﹤0.01%
24,663
-188
1694
$262K ﹤0.01%
+2,597
1695
$262K ﹤0.01%
11,098
+3
1696
$261K ﹤0.01%
+2,810
1697
$261K ﹤0.01%
9,659
-1,138
1698
$261K ﹤0.01%
6,552
-834
1699
$259K ﹤0.01%
3,971
-37
1700
$259K ﹤0.01%
1,675
-15
66 67
68
69 70