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
2276
$233K ﹤0.01%
+8,108
2277
$232K ﹤0.01%
8,972
+1,399
2278
$232K ﹤0.01%
1,433
+87
2279
$232K ﹤0.01%
+5,385
2280
$231K ﹤0.01%
+4,025
2281
$230K ﹤0.01%
19,045
+7,742
2282
$230K ﹤0.01%
+46,132
2283
$230K ﹤0.01%
1,130
-83
2284
$229K ﹤0.01%
+13,213
2285
$229K ﹤0.01%
15,543
+401
2286
$229K ﹤0.01%
+3,858
2287
$228K ﹤0.01%
+3,197
2288
$228K ﹤0.01%
+12,731
2289
$228K ﹤0.01%
+1,916
2290
$228K ﹤0.01%
+3,663
2291
$227K ﹤0.01%
+22,901
2292
$227K ﹤0.01%
10,785
-922
2293
$227K ﹤0.01%
+8,945
2294
$227K ﹤0.01%
1,137
+128
2295
$227K ﹤0.01%
+3,405
2296
$227K ﹤0.01%
9,500
-2,228
2297
$226K ﹤0.01%
9,809
-7
2298
$226K ﹤0.01%
+5,461
2299
$225K ﹤0.01%
+5,984
2300
$225K ﹤0.01%
+1,865