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
2426
$170K ﹤0.01%
14,941
-20,902
2427
$170K ﹤0.01%
+31,264
2428
$170K ﹤0.01%
13,512
-607
2429
$169K ﹤0.01%
+10,346
2430
$168K ﹤0.01%
+10,937
2431
$165K ﹤0.01%
21,435
+10,241
2432
$165K ﹤0.01%
12,551
+788
2433
$165K ﹤0.01%
+10,590
2434
$165K ﹤0.01%
+12,389
2435
$164K ﹤0.01%
+23,443
2436
$164K ﹤0.01%
10,025
-25,002
2437
$162K ﹤0.01%
30,123
+8,005
2438
$162K ﹤0.01%
+17,939
2439
$161K ﹤0.01%
+14,251
2440
$161K ﹤0.01%
24,441
+10,016
2441
$159K ﹤0.01%
+11,424
2442
$157K ﹤0.01%
15,429
+4,018
2443
$157K ﹤0.01%
+13,158
2444
$156K ﹤0.01%
+10,375
2445
$155K ﹤0.01%
17,257
+3,087
2446
$154K ﹤0.01%
+14,376
2447
$153K ﹤0.01%
39,430
+15,374
2448
$152K ﹤0.01%
144,897
+1
2449
$152K ﹤0.01%
+16,837
2450
$149K ﹤0.01%
15,693
-2,234
96 97
98
99 100