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
1726
$533K ﹤0.01%
41,041
-13,160
1727
$531K ﹤0.01%
5,823
-82
1728
$528K ﹤0.01%
18,935
+8,252
1729
$527K ﹤0.01%
+1,673
1730
$527K ﹤0.01%
15,456
-10,955
1731
$526K ﹤0.01%
49,269
+14,337
1732
$524K ﹤0.01%
12,458
+7,210
1733
$523K ﹤0.01%
7,030
-342
1734
$522K ﹤0.01%
3,929
+1,632
1735
$520K ﹤0.01%
+34,824
1736
$518K ﹤0.01%
90,936
-8,054
1737
$517K ﹤0.01%
11,115
+712
1738
$517K ﹤0.01%
64,910
+15,782
1739
$515K ﹤0.01%
8,619
+1,536
1740
$515K ﹤0.01%
5,842
-625
1741
$515K ﹤0.01%
7,020
+489
1742
$514K ﹤0.01%
9,014
+5,693
1743
$512K ﹤0.01%
3,789
-423
1744
$512K ﹤0.01%
22,955
+7,615
1745
$510K ﹤0.01%
31,639
+1,738
1746
$509K ﹤0.01%
8,896
-778
1747
$509K ﹤0.01%
10,562
+5,121
1748
$508K ﹤0.01%
5,827
+1,938
1749
$507K ﹤0.01%
3,522
+1,098
1750
$507K ﹤0.01%
3,838
+934