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
1951
$55K ﹤0.01%
+10,309
1952
$55K ﹤0.01%
54,975
+46,572
1953
$54K ﹤0.01%
21,395
-2,276
1954
$54K ﹤0.01%
11,000
+3,500
1955
$53K ﹤0.01%
53,424
1956
$50K ﹤0.01%
+49,772
1957
$49K ﹤0.01%
10,748
-15,055
1958
$49K ﹤0.01%
+18,000
1959
$48K ﹤0.01%
+6,288
1960
$46K ﹤0.01%
19,083
-3,495
1961
$46K ﹤0.01%
+46,264
1962
$43K ﹤0.01%
11,970
-14,307
1963
$41K ﹤0.01%
11,013
-30,733
1964
$40K ﹤0.01%
11,582
-25,095
1965
$40K ﹤0.01%
10,984
+761
1966
$39K ﹤0.01%
1,334
-13
1967
$38K ﹤0.01%
+1,183
1968
$38K ﹤0.01%
13,902
-2,528
1969
$37K ﹤0.01%
36,840
-140
1970
$37K ﹤0.01%
+36,593
1971
$37K ﹤0.01%
+18,100
1972
$36K ﹤0.01%
+36,072
1973
$33K ﹤0.01%
33,465
+18,935
1974
$32K ﹤0.01%
21,000
1975
$32K ﹤0.01%
+10,300
77 78
79
80 81