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
1876
$413K ﹤0.01%
+1,528
1877
$412K ﹤0.01%
17,753
+8,758
1878
$411K ﹤0.01%
+7,858
1879
$411K ﹤0.01%
7,148
-688
1880
$410K ﹤0.01%
+4,114
1881
$410K ﹤0.01%
11,578
-5,984
1882
$408K ﹤0.01%
8,098
-101
1883
$408K ﹤0.01%
6,941
-1,200
1884
$408K ﹤0.01%
20,899
-3,124
1885
$406K ﹤0.01%
21,770
+1,546
1886
$406K ﹤0.01%
+9,459
1887
$405K ﹤0.01%
+15,397
1888
$405K ﹤0.01%
+6,166
1889
$403K ﹤0.01%
13,252
-7,953
1890
$403K ﹤0.01%
+18,167
1891
$402K ﹤0.01%
45,938
+4,296
1892
$402K ﹤0.01%
+8,487
1893
$402K ﹤0.01%
17,503
+4,176
1894
$401K ﹤0.01%
2,216
+378
1895
$400K ﹤0.01%
+13,554
1896
$400K ﹤0.01%
3,021
+1,313
1897
$400K ﹤0.01%
7,025
+2,495
1898
$400K ﹤0.01%
+5,370
1899
$399K ﹤0.01%
8,826
-700
1900
$398K ﹤0.01%
+13,844