Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $59.9B
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
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
+$364M
2
+$348M
3
+$269M
4
MSFT icon
Microsoft
MSFT
+$218M
5
COST icon
Costco
COST
+$188M

Top Sells

1
+$32.6M
2
+$24M
3
+$23.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$16M
5
PFG icon
Principal Financial Group
PFG
+$14.7M

Sector Composition

1 Technology 8.84%
2 Healthcare 4.28%
3 Financials 3.88%
4 Consumer Discretionary 2.68%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$79K ﹤0.01%
12,450
+470
1927
$76K ﹤0.01%
+14,461
1928
$75K ﹤0.01%
+17,329
1929
$75K ﹤0.01%
18,209
-568
1930
$74K ﹤0.01%
42,227
+365
1931
$73K ﹤0.01%
19,323
-1,006
1932
$73K ﹤0.01%
16,695
-1,074
1933
$72K ﹤0.01%
71,735
+53,550
1934
$70K ﹤0.01%
15,500
-200
1935
$70K ﹤0.01%
+69,875
1936
$69K ﹤0.01%
64,643
+5,485
1937
$66K ﹤0.01%
10,357
-24,906
1938
$65K ﹤0.01%
1,545
-1,527
1939
$64K ﹤0.01%
63,796
-88
1940
$62K ﹤0.01%
12,500
1941
$62K ﹤0.01%
11,468
-3,262
1942
$61K ﹤0.01%
18,835
+544
1943
$61K ﹤0.01%
26,509
-2,149
1944
$60K ﹤0.01%
13,148
-4,345
1945
$59K ﹤0.01%
+41,714
1946
$59K ﹤0.01%
12,274
+451
1947
$58K ﹤0.01%
11,283
+123
1948
$58K ﹤0.01%
31,591
-27,427
1949
$56K ﹤0.01%
16,716
+646
1950
$55K ﹤0.01%
12,490
+950
76 77
78
79 80