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
2376
$205K ﹤0.01%
+9,541
2377
$204K ﹤0.01%
+2,195
2378
$204K ﹤0.01%
15,218
-1,622
2379
$204K ﹤0.01%
+2,000
2380
$204K ﹤0.01%
+12,738
2381
$204K ﹤0.01%
+5,672
2382
$203K ﹤0.01%
+4,174
2383
$203K ﹤0.01%
36,790
+22,827
2384
$203K ﹤0.01%
21,056
+1,622
2385
$203K ﹤0.01%
+4,134
2386
$202K ﹤0.01%
+2,103
2387
$202K ﹤0.01%
4,234
2388
$202K ﹤0.01%
650
-19,603
2389
$202K ﹤0.01%
+6,126
2390
$201K ﹤0.01%
11,696
-3,001
2391
$201K ﹤0.01%
+1,599
2392
$200K ﹤0.01%
9,774
-171
2393
$200K ﹤0.01%
11,193
+1,173
2394
$196K ﹤0.01%
+19,958
2395
$195K ﹤0.01%
+10,069
2396
$194K ﹤0.01%
46,429
+2,456
2397
$193K ﹤0.01%
+48,389
2398
$192K ﹤0.01%
+14,515
2399
$192K ﹤0.01%
+19,916
2400
$192K ﹤0.01%
+14,780