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
2451
$149K ﹤0.01%
+24,530
2452
$147K ﹤0.01%
+10,212
2453
$146K ﹤0.01%
18,000
2454
$146K ﹤0.01%
+12,840
2455
$145K ﹤0.01%
+12,201
2456
$145K ﹤0.01%
+28,993
2457
$145K ﹤0.01%
33,171
+2,979
2458
$144K ﹤0.01%
+10,422
2459
$144K ﹤0.01%
+10,535
2460
$144K ﹤0.01%
11,409
+678
2461
$143K ﹤0.01%
+32,390
2462
$143K ﹤0.01%
+10,898
2463
$143K ﹤0.01%
17,562
-1,892
2464
$143K ﹤0.01%
+12,098
2465
$142K ﹤0.01%
+13,339
2466
$138K ﹤0.01%
+25,455
2467
$136K ﹤0.01%
+10,750
2468
$136K ﹤0.01%
+20,319
2469
$136K ﹤0.01%
+18,003
2470
$135K ﹤0.01%
+10,919
2471
$135K ﹤0.01%
+23,547
2472
$134K ﹤0.01%
50,956
-20,618
2473
$134K ﹤0.01%
82,457
+362
2474
$133K ﹤0.01%
+16,379
2475
$132K ﹤0.01%
+10,699
97 98
99
100 101