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
1851
$427K ﹤0.01%
10,778
-88
1852
$427K ﹤0.01%
22,754
+8,524
1853
$427K ﹤0.01%
7,926
-99
1854
$426K ﹤0.01%
34,676
+2,409
1855
$426K ﹤0.01%
20,921
+10,547
1856
$425K ﹤0.01%
10,529
+2,417
1857
$424K ﹤0.01%
56,084
-170
1858
$424K ﹤0.01%
11,057
+241
1859
$424K ﹤0.01%
2,834
+714
1860
$423K ﹤0.01%
54,718
-14
1861
$421K ﹤0.01%
13,654
-9,479
1862
$421K ﹤0.01%
15,009
-862
1863
$420K ﹤0.01%
30,635
+17,261
1864
$420K ﹤0.01%
55,405
+4,408
1865
$420K ﹤0.01%
8,619
-2,470
1866
$419K ﹤0.01%
3,576
+1,473
1867
$419K ﹤0.01%
4,777
-8,442
1868
$419K ﹤0.01%
4,180
+1,758
1869
$419K ﹤0.01%
+21,725
1870
$418K ﹤0.01%
22,207
+2,879
1871
$418K ﹤0.01%
6,502
+500
1872
$417K ﹤0.01%
3,241
+1,085
1873
$417K ﹤0.01%
16,783
+1,173
1874
$416K ﹤0.01%
9,000
1875
$414K ﹤0.01%
+12,951