Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $59.9B
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.7B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,070
New
Increased
Reduced
Closed

Top Buys

1
+$450M
2
+$164M
3
+$142M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$137M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$130M

Top Sells

1
+$55.4M
2
+$54.8M
3
+$27.9M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$21.6M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$18.7M

Sector Composition

1 Technology 7.3%
2 Healthcare 4.34%
3 Financials 3.25%
4 Industrials 2.56%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.5M 0.04%
274,917
+5,481
227
$15.5M 0.04%
292,305
-106,486
228
$15.4M 0.04%
144,311
-4,985
229
$15.2M 0.04%
240,598
+7,602
230
$15.2M 0.04%
335,336
-73,845
231
$15M 0.04%
256,354
-14,515
232
$15M 0.04%
235,333
-29,645
233
$14.8M 0.04%
183,130
+2,233
234
$14.8M 0.04%
205,040
+3,374
235
$14.8M 0.04%
107,893
-7,379
236
$14.7M 0.04%
1,306,329
-125,660
237
$14.5M 0.04%
153,055
+5,285
238
$14.5M 0.04%
37,931
+3,791
239
$14.3M 0.04%
108,107
+26,500
240
$14.2M 0.04%
177,130
-83,835
241
$14.1M 0.04%
56,282
+13,576
242
$14M 0.04%
81,724
-1,554
243
$13.9M 0.04%
35,933
+92
244
$13.8M 0.04%
294,930
+12,286
245
$13.4M 0.04%
107,621
-12,093
246
$13.4M 0.04%
257,170
+94,534
247
$13.3M 0.04%
88,614
-1,122
248
$13.2M 0.04%
42,537
+1,946
249
$13.2M 0.04%
246,593
-4,970
250
$13.2M 0.04%
126,982
-1,225
8 9
10
11 12