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
2026
$327K ﹤0.01%
2,480
-564
2027
$326K ﹤0.01%
23,347
-1,824
2028
$326K ﹤0.01%
7,767
-3,584
2029
$326K ﹤0.01%
+3,659
2030
$325K ﹤0.01%
+5,970
2031
$324K ﹤0.01%
7,736
-1,587
2032
$324K ﹤0.01%
+12,160
2033
$323K ﹤0.01%
28,376
+3,691
2034
$322K ﹤0.01%
1,964
+228
2035
$322K ﹤0.01%
+8,211
2036
$321K ﹤0.01%
19,710
+7,036
2037
$321K ﹤0.01%
4,618
+454
2038
$321K ﹤0.01%
9,208
-14,968
2039
$321K ﹤0.01%
8,397
+576
2040
$321K ﹤0.01%
+9,364
2041
$321K ﹤0.01%
96,068
+4,272
2042
$320K ﹤0.01%
+10,524
2043
$320K ﹤0.01%
6,006
+1,176
2044
$320K ﹤0.01%
11,954
-3,934
2045
$319K ﹤0.01%
2,419
+372
2046
$318K ﹤0.01%
9,858
2047
$318K ﹤0.01%
3,058
+50
2048
$318K ﹤0.01%
+13,035
2049
$317K ﹤0.01%
26,675
2050
$317K ﹤0.01%
+21,319
80 81
82
83 84