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
1701
$555K ﹤0.01%
4,325
+1,782
1702
$554K ﹤0.01%
19,941
-733
1703
$554K ﹤0.01%
4,343
-505
1704
$553K ﹤0.01%
80,086
+15,315
1705
$553K ﹤0.01%
+11,788
1706
$552K ﹤0.01%
3,664
+2,373
1707
$552K ﹤0.01%
26,497
+4,752
1708
$552K ﹤0.01%
11,984
-1,265
1709
$551K ﹤0.01%
6,757
+3,154
1710
$551K ﹤0.01%
896
+27
1711
$550K ﹤0.01%
12,441
+5,444
1712
$549K ﹤0.01%
19,438
-10,989
1713
$547K ﹤0.01%
+21,721
1714
$544K ﹤0.01%
9,390
+742
1715
$543K ﹤0.01%
7,331
+2,572
1716
$542K ﹤0.01%
16,177
+538
1717
$542K ﹤0.01%
14,004
+4,996
1718
$542K ﹤0.01%
+7,383
1719
$542K ﹤0.01%
+16,332
1720
$542K ﹤0.01%
46,328
+22,282
1721
$541K ﹤0.01%
23,960
-3,283
1722
$540K ﹤0.01%
8,028
+11
1723
$540K ﹤0.01%
+10,833
1724
$538K ﹤0.01%
27,489
-7,077
1725
$537K ﹤0.01%
+7,490
67 68
69
70 71