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
2051
– –
-8,673
2052
– –
-8,525
2053
– –
-7,164
2054
– –
-1,137
2055
– –
-10,968
2056
– –
-12,578
2057
– –
-40,635
2058
– –
-10,139
2059
– –
-6,037
2060
– –
-19,258
2061
– –
-2,247
2062
– –
-7,480
2063
– –
-49,539
2064
– –
-16,142
2065
– –
-21,833
2066
– –
-10,991
2067
– –
-16,820
2068
– –
-4,306
2069
– –
-7,734
2070
– –
-10,000
2071
– –
-15,000
2072
– –
-2
2073
– –
-10,200
2074
– –
-58,952
2075
– –
-31
81 82
83
84 85