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
1976
$351K ﹤0.01%
7,999
+726
1977
$350K ﹤0.01%
1,377
+49
1978
$350K ﹤0.01%
+22,643
1979
$350K ﹤0.01%
+9,117
1980
$350K ﹤0.01%
879
-49
1981
$349K ﹤0.01%
5,513
+1,269
1982
$349K ﹤0.01%
8,219
-6,801
1983
$349K ﹤0.01%
35,658
+2,186
1984
$349K ﹤0.01%
+27,511
1985
$348K ﹤0.01%
1,263
+58
1986
$348K ﹤0.01%
21,211
-530
1987
$347K ﹤0.01%
102,990
+11,190
1988
$347K ﹤0.01%
51,044
-17,585
1989
$346K ﹤0.01%
6,830
-1,133
1990
$346K ﹤0.01%
37,671
-6
1991
$346K ﹤0.01%
+4,531
1992
$345K ﹤0.01%
4,733
-371
1993
$345K ﹤0.01%
6,901
1994
$345K ﹤0.01%
1,934
+148
1995
$344K ﹤0.01%
13,604
+371
1996
$344K ﹤0.01%
6,379
-2,314
1997
$344K ﹤0.01%
3,412
+218
1998
$344K ﹤0.01%
10,669
-2,175
1999
$342K ﹤0.01%
+1,507
2000
$342K ﹤0.01%
2,306
-18
78 79
80
81 82