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
2201
$256K ﹤0.01%
+5,254
2202
$255K ﹤0.01%
29,987
2203
$255K ﹤0.01%
2,458
+339
2204
$255K ﹤0.01%
+7,236
2205
$255K ﹤0.01%
+855
2206
$255K ﹤0.01%
+6,336
2207
$255K ﹤0.01%
+1,960
2208
$254K ﹤0.01%
1,405
+284
2209
$253K ﹤0.01%
52,406
-10,895
2210
$253K ﹤0.01%
+1,494
2211
$253K ﹤0.01%
+5,754
2212
$252K ﹤0.01%
+3,664
2213
$252K ﹤0.01%
+14,456
2214
$252K ﹤0.01%
2,161
+20
2215
$252K ﹤0.01%
+11,361
2216
$251K ﹤0.01%
+16,172
2217
$251K ﹤0.01%
4,031
2218
$251K ﹤0.01%
+5,292
2219
$251K ﹤0.01%
4,323
+693
2220
$250K ﹤0.01%
10,070
+1,177
2221
$250K ﹤0.01%
5,934
+1,120
2222
$250K ﹤0.01%
15,462
+4,889
2223
$250K ﹤0.01%
5,023
-3,312
2224
$249K ﹤0.01%
11,343
-1,337
2225
$249K ﹤0.01%
+8,525
87 88
89
90 91