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
2401
$191K ﹤0.01%
+16,711
2402
$190K ﹤0.01%
36,361
+23,128
2403
$189K ﹤0.01%
+10,046
2404
$189K ﹤0.01%
+15,304
2405
$188K ﹤0.01%
+28,670
2406
$188K ﹤0.01%
+15,592
2407
$188K ﹤0.01%
+15,270
2408
$187K ﹤0.01%
30,724
+5,444
2409
$185K ﹤0.01%
16,060
+936
2410
$185K ﹤0.01%
12,102
-14,127
2411
$184K ﹤0.01%
+10,733
2412
$183K ﹤0.01%
20,125
+592
2413
$183K ﹤0.01%
10,030
+30
2414
$182K ﹤0.01%
+15,241
2415
$178K ﹤0.01%
25,555
+9,655
2416
$178K ﹤0.01%
28,008
+9,932
2417
$177K ﹤0.01%
38,959
+3,280
2418
$177K ﹤0.01%
17,746
+3,927
2419
$174K ﹤0.01%
+10,247
2420
$173K ﹤0.01%
+10,190
2421
$172K ﹤0.01%
+10,710
2422
$172K ﹤0.01%
15,342
-36,561
2423
$172K ﹤0.01%
+27,313
2424
$172K ﹤0.01%
+14,680
2425
$171K ﹤0.01%
16,007
+993
95 96
97
98 99