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
2351
$213K ﹤0.01%
5,835
-2,815
2352
$212K ﹤0.01%
+1,845
2353
$212K ﹤0.01%
10,960
-23,472
2354
$212K ﹤0.01%
+7,284
2355
$212K ﹤0.01%
+21,302
2356
$211K ﹤0.01%
+752
2357
$211K ﹤0.01%
+18,239
2358
$210K ﹤0.01%
1,058
-2,070
2359
$210K ﹤0.01%
+8,132
2360
$210K ﹤0.01%
+12,701
2361
$210K ﹤0.01%
+2,724
2362
$209K ﹤0.01%
+2,118
2363
$209K ﹤0.01%
10,834
-2,438
2364
$208K ﹤0.01%
+8,671
2365
$208K ﹤0.01%
+1,670
2366
$208K ﹤0.01%
+7,118
2367
$208K ﹤0.01%
+6,926
2368
$207K ﹤0.01%
16,390
+184
2369
$207K ﹤0.01%
+6,003
2370
$207K ﹤0.01%
+6,430
2371
$207K ﹤0.01%
+1,181
2372
$206K ﹤0.01%
+4,918
2373
$206K ﹤0.01%
+18,276
2374
$205K ﹤0.01%
+5,217
2375
$205K ﹤0.01%
+5,317
93 94
95
96 97