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
$33.2B
AUM Growth
+$6.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,136
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$341M
3
+$235M
4
MSFT icon
Microsoft
MSFT
+$206M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$171M

Top Sells

1
+$30.7M
2
+$22M
3
+$22M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$14.9M
5
PFG icon
Principal Financial Group
PFG
+$13.5M

Sector Composition

1 Technology 8.81%
2 Healthcare 4.28%
3 Financials 3.92%
4 Consumer Discretionary 2.68%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
– –
-13,093
2102
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2103
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-15,064
2104
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-12,410
2105
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2106
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-141,228
2107
$0 ﹤0.01%
23,565
-1,287
2108
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-11,145
2109
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-3,575
2110
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-23,032
2111
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-10,000
2112
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-16,462
2113
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-3,827
2114
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-9,682
2115
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-8,906
2116
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-24,060
2117
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-2,685
2118
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2119
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-10,421
2120
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-9,896
2121
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-23,576
2122
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-1,250
2123
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-4,111
2124
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-9,749
2125
– –
-13,788
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