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
2151
$275K ﹤0.01%
+16,733
2152
$274K ﹤0.01%
2,963
+13
2153
$274K ﹤0.01%
+6,794
2154
$274K ﹤0.01%
17,855
+7,190
2155
$274K ﹤0.01%
+5,984
2156
$274K ﹤0.01%
+1,907
2157
$273K ﹤0.01%
+4,064
2158
$273K ﹤0.01%
+22,154
2159
$273K ﹤0.01%
8,974
-1,734
2160
$273K ﹤0.01%
+9,296
2161
$273K ﹤0.01%
+9,730
2162
$272K ﹤0.01%
2,534
-61
2163
$272K ﹤0.01%
+6,684
2164
$271K ﹤0.01%
7,094
-1,542
2165
$271K ﹤0.01%
5,260
+800
2166
$271K ﹤0.01%
+23,024
2167
$270K ﹤0.01%
+2,770
2168
$270K ﹤0.01%
+15,766
2169
$269K ﹤0.01%
5,248
-371
2170
$268K ﹤0.01%
+2,893
2171
$268K ﹤0.01%
+7,352
2172
$267K ﹤0.01%
2,207
+106
2173
$267K ﹤0.01%
+19,202
2174
$266K ﹤0.01%
25,203
+9,107
2175
$266K ﹤0.01%
+16,967
85 86
87
88 89