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
2051
$317K ﹤0.01%
+12,298
2052
$317K ﹤0.01%
+14,176
2053
$316K ﹤0.01%
+4,291
2054
$316K ﹤0.01%
+2,245
2055
$315K ﹤0.01%
+18,724
2056
$314K ﹤0.01%
10,238
-330
2057
$314K ﹤0.01%
5,121
+168
2058
$314K ﹤0.01%
+7,482
2059
$314K ﹤0.01%
8,886
+1,450
2060
$313K ﹤0.01%
1,550
-288
2061
$312K ﹤0.01%
+3,589
2062
$312K ﹤0.01%
19,146
-998
2063
$311K ﹤0.01%
13,621
+4,888
2064
$311K ﹤0.01%
31,100
+5,057
2065
$311K ﹤0.01%
+4,721
2066
$310K ﹤0.01%
13,241
+1,774
2067
$309K ﹤0.01%
20,220
+3,093
2068
$309K ﹤0.01%
40,730
-2,298
2069
$308K ﹤0.01%
+12,336
2070
$307K ﹤0.01%
10,517
+2
2071
$307K ﹤0.01%
12,360
-1,051
2072
$307K ﹤0.01%
11,941
+979
2073
$304K ﹤0.01%
+6,401
2074
$304K ﹤0.01%
+2,535
2075
$304K ﹤0.01%
1,998
+346
81 82
83
84 85