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
1751
$234K ﹤0.01%
4,674
+2
1752
$234K ﹤0.01%
+6,576
1753
$233K ﹤0.01%
10,040
-1,565
1754
$233K ﹤0.01%
+6,989
1755
$232K ﹤0.01%
4,564
-817
1756
$230K ﹤0.01%
+5,784
1757
$230K ﹤0.01%
+16,346
1758
$230K ﹤0.01%
+5,331
1759
$230K ﹤0.01%
+7,555
1760
$228K ﹤0.01%
+3,338
1761
$227K ﹤0.01%
+3,039
1762
$227K ﹤0.01%
+6,437
1763
$227K ﹤0.01%
+2,183
1764
$226K ﹤0.01%
+9,401
1765
$226K ﹤0.01%
2,348
+71
1766
$225K ﹤0.01%
+11,696
1767
$225K ﹤0.01%
1,176
-840
1768
$225K ﹤0.01%
5,429
-671
1769
$225K ﹤0.01%
4,380
+426
1770
$225K ﹤0.01%
8,736
-562
1771
$224K ﹤0.01%
3,761
+123
1772
$224K ﹤0.01%
4,353
-818
1773
$223K ﹤0.01%
4,214
-21
1774
$223K ﹤0.01%
7,724
-1,962
1775
$222K ﹤0.01%
18,233
-145
69 70
71
72 73