Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$349M
2
+$341M
3
+$235M
4
MSFT icon
Microsoft
MSFT
+$206M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$171M

Top Sells

1
+$30.7M
2
+$22M
3
+$22M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$14.9M
5
PFG icon
Principal Financial Group
PFG
+$13.5M

Sector Composition

1 Technology 8.81%
2 Healthcare 4.28%
3 Financials 3.92%
4 Consumer Discretionary 2.68%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$30K ﹤0.01%
16,726
1977
$30K ﹤0.01%
30,430
+500
1978
$30K ﹤0.01%
256
+226
1979
$28K ﹤0.01%
+27,833
1980
$27K ﹤0.01%
+27,120
1981
$27K ﹤0.01%
16,524
-5,792
1982
$26K ﹤0.01%
+26,248
1983
$24K ﹤0.01%
19,686
-274
1984
$23K ﹤0.01%
2,006
1985
$23K ﹤0.01%
4,286
-2,057
1986
$22K ﹤0.01%
19,309
1987
$22K ﹤0.01%
+22,381
1988
$20K ﹤0.01%
+20,354
1989
$17K ﹤0.01%
1,017
1990
$16K ﹤0.01%
596
+77
1991
$14K ﹤0.01%
14,000
1992
$11K ﹤0.01%
1,524
1993
$10K ﹤0.01%
10,424
1994
$10K ﹤0.01%
16,550
-1,494
1995
$9K ﹤0.01%
605
1996
$6K ﹤0.01%
233
-35
1997
$3K ﹤0.01%
35,718
1998
$2K ﹤0.01%
47,500
1999
– –
-6,517
2000
– –
-3,377
78 79
80
81 82