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
2001
– –
-141,228
2002
$0 ﹤0.01%
23,565
-1,287
2003
– –
-11,145
2004
– –
-32,400
2005
– –
-20,603
2006
– –
-15,000
2007
– –
-2
2008
– –
-10,200
2009
– –
-58,952
2010
– –
-31
2011
$0 ﹤0.01%
17,700
2012
– –
-8,525
2013
– –
-49,539
2014
– –
-76,860
2015
– –
-2,699
2016
– –
-209,050
2017
– –
-9,749
2018
– –
-15,064
2019
– –
-14,259
2020
– –
-3,575
2021
– –
-23,032
2022
– –
-10,000
2023
– –
-16,462
2024
– –
-3,827
2025
– –
-9,682
79 80
81
82 83