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
1751
$507K ﹤0.01%
+7,098
1752
$507K ﹤0.01%
46,443
-24,138
1753
$505K ﹤0.01%
3,203
+32
1754
$504K ﹤0.01%
19,127
-2,029
1755
$497K ﹤0.01%
+11,324
1756
$496K ﹤0.01%
41,437
+29,423
1757
$496K ﹤0.01%
7,013
+4,198
1758
$495K ﹤0.01%
2,124
+201
1759
$494K ﹤0.01%
+9,354
1760
$493K ﹤0.01%
19,014
+2,671
1761
$491K ﹤0.01%
+6,059
1762
$491K ﹤0.01%
4,570
-910
1763
$491K ﹤0.01%
5,243
+2,107
1764
$491K ﹤0.01%
8,738
+155
1765
$491K ﹤0.01%
4,876
+681
1766
$489K ﹤0.01%
+13,103
1767
$487K ﹤0.01%
1,656
-797
1768
$487K ﹤0.01%
+6,309
1769
$486K ﹤0.01%
+15,156
1770
$486K ﹤0.01%
11,811
+929
1771
$484K ﹤0.01%
60,638
+5,148
1772
$484K ﹤0.01%
6,441
-896
1773
$484K ﹤0.01%
13,725
+5,999
1774
$480K ﹤0.01%
4,352
-1,558
1775
$480K ﹤0.01%
16,895
-1,224