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
2326
$218K ﹤0.01%
+9,530
2327
$218K ﹤0.01%
+7,246
2328
$217K ﹤0.01%
+3,435
2329
$216K ﹤0.01%
+8,759
2330
$216K ﹤0.01%
8,295
-869
2331
$216K ﹤0.01%
+5,304
2332
$216K ﹤0.01%
16,363
+1,078
2333
$216K ﹤0.01%
+14,317
2334
$216K ﹤0.01%
+29,000
2335
$216K ﹤0.01%
+1,779
2336
$215K ﹤0.01%
4,266
+33
2337
$215K ﹤0.01%
2,588
-387
2338
$215K ﹤0.01%
+6,511
2339
$214K ﹤0.01%
+3,457
2340
$214K ﹤0.01%
+10,918
2341
$214K ﹤0.01%
+5,129
2342
$214K ﹤0.01%
+9,182
2343
$214K ﹤0.01%
+7,136
2344
$214K ﹤0.01%
8,815
-402
2345
$214K ﹤0.01%
+6,706
2346
$214K ﹤0.01%
+1,479
2347
$214K ﹤0.01%
+6,280
2348
$213K ﹤0.01%
+5,555
2349
$213K ﹤0.01%
10,844
-54
2350
$213K ﹤0.01%
+4,380
92 93
94
95 96