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
1776
$221K ﹤0.01%
8,280
-277
1777
$221K ﹤0.01%
+3,363
1778
$221K ﹤0.01%
2,376
+276
1779
$221K ﹤0.01%
+1,266
1780
$221K ﹤0.01%
4,454
-3,740
1781
$220K ﹤0.01%
+7,072
1782
$219K ﹤0.01%
4,867
-181
1783
$219K ﹤0.01%
+1,851
1784
$218K ﹤0.01%
+4,190
1785
$218K ﹤0.01%
+1,823
1786
$218K ﹤0.01%
217,620
+214,619
1787
$217K ﹤0.01%
3,769
-46
1788
$217K ﹤0.01%
8,649
-240
1789
$216K ﹤0.01%
+8,512
1790
$216K ﹤0.01%
7,723
-47,670
1791
$216K ﹤0.01%
+1,891
1792
$216K ﹤0.01%
5,088
-619
1793
$216K ﹤0.01%
3,248
1794
$216K ﹤0.01%
44,743
+14,857
1795
$215K ﹤0.01%
+1,949
1796
$215K ﹤0.01%
7,103
-576
1797
$214K ﹤0.01%
+1,356
1798
$214K ﹤0.01%
3,191
+235
1799
$213K ﹤0.01%
8,854
+213
1800
$213K ﹤0.01%
4,564
-804
70 71
72
73 74