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
1701
$258K ﹤0.01%
5,931
+525
1702
$258K ﹤0.01%
+881
1703
$257K ﹤0.01%
3,774
+207
1704
$255K ﹤0.01%
2,736
-530
1705
$255K ﹤0.01%
4,080
-419
1706
$254K ﹤0.01%
7,970
+334
1707
$254K ﹤0.01%
8,370
-390
1708
$254K ﹤0.01%
19,402
-1,590
1709
$253K ﹤0.01%
28,374
+4,254
1710
$252K ﹤0.01%
+3,697
1711
$252K ﹤0.01%
+9,335
1712
$252K ﹤0.01%
7,317
-251
1713
$251K ﹤0.01%
7,952
-14,282
1714
$251K ﹤0.01%
+4,931
1715
$251K ﹤0.01%
+1,298
1716
$251K ﹤0.01%
4,168
+507
1717
$251K ﹤0.01%
+3,501
1718
$251K ﹤0.01%
+10,565
1719
$250K ﹤0.01%
12,635
1720
$250K ﹤0.01%
17,057
-2,185
1721
$250K ﹤0.01%
26,863
1722
$250K ﹤0.01%
3,387
-1,303
1723
$250K ﹤0.01%
3,396
+19
1724
$249K ﹤0.01%
12,249
+3
1725
$249K ﹤0.01%
3,906
-1,444
67 68
69
70 71