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
176
$22.9M 0.07%
47,362
-4,003
177
$22.7M 0.07%
488,924
-1,902
178
$22.6M 0.07%
669,932
-24,730
179
$22.3M 0.07%
178,664
+1,955
180
$22.2M 0.07%
47,038
+5,255
181
$22.2M 0.07%
76,727
+1,127
182
$21.9M 0.07%
224,664
+98
183
$21.8M 0.07%
858,717
+74,603
184
$21.8M 0.07%
127,672
-21,266
185
$21.2M 0.06%
46,776
+3,961
186
$21M 0.06%
96,731
-14,755
187
$21M 0.06%
202,806
+12,430
188
$21M 0.06%
356,320
-65,429
189
$20.9M 0.06%
822,849
+8,865
190
$20.9M 0.06%
77,031
+2,956
191
$20.8M 0.06%
248,201
+152,605
192
$20.6M 0.06%
259,341
-773
193
$20.4M 0.06%
78,410
-6,631
194
$20.3M 0.06%
978,324
-37,360
195
$20.1M 0.06%
458,261
+14,085
196
$19.6M 0.06%
74,394
+12,871
197
$19.4M 0.06%
876,414
+108,421
198
$19.4M 0.06%
206,039
-4,361
199
$19.3M 0.06%
384,983
-47,468
200
$19.2M 0.06%
368,929
-16,830
6 7
8
9 10