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
1676
$581K ﹤0.01%
2,742
+605
1677
$581K ﹤0.01%
9,671
+830
1678
$579K ﹤0.01%
10,823
-289
1679
$578K ﹤0.01%
16,821
+3,315
1680
$578K ﹤0.01%
33,976
+5,953
1681
$576K ﹤0.01%
7,269
+3,182
1682
$575K ﹤0.01%
6,868
-377
1683
$575K ﹤0.01%
+16,050
1684
$574K ﹤0.01%
5,583
+889
1685
$573K ﹤0.01%
9,851
+2,249
1686
$571K ﹤0.01%
33,772
+12,737
1687
$568K ﹤0.01%
93,234
+28,412
1688
$567K ﹤0.01%
6,149
+3,091
1689
$566K ﹤0.01%
9,649
+153
1690
$565K ﹤0.01%
35,136
+6,568
1691
$563K ﹤0.01%
16,109
-189
1692
$563K ﹤0.01%
12,351
+1,665
1693
$563K ﹤0.01%
+10,710
1694
$563K ﹤0.01%
13,455
-2,077
1695
$562K ﹤0.01%
+18,401
1696
$562K ﹤0.01%
53,006
+32,745
1697
$560K ﹤0.01%
4,170
+701
1698
$558K ﹤0.01%
10,016
+2,696
1699
$558K ﹤0.01%
+7,322
1700
$557K ﹤0.01%
23,372
+9,087