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
2076
– –
-10,127
2077
– –
-4,493
2078
– –
-9,539
2079
$0 ﹤0.01%
17,700
2080
– –
-17,001
2081
$0 ﹤0.01%
20,000
2082
– –
-88
2083
– –
-10,197
2084
– –
-76,860
2085
– –
-2,699
2086
$0 ﹤0.01%
+44,945
2087
$0 ﹤0.01%
+30,000
2088
– –
-17,804
2089
– –
-241,731
2090
– –
-3,273
2091
– –
-56,273
2092
– –
-9,749
2093
– –
-11,800
2094
– –
-10,000
2095
– –
-8
2096
– –
-10,599
2097
– –
-15,064
2098
– –
-17,807
2099
– –
-12,990
2100
– –
-9,756
82 83
84
85 86