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
$22B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,101
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$144M
3
+$127M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$122M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$85.5M

Top Sells

1
+$28.1M
2
+$26.6M
3
+$24.5M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$23.4M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$22.5M

Sector Composition

1 Technology 7.9%
2 Financials 3.64%
3 Healthcare 3.51%
4 Industrials 3.18%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.2M 0.05%
139,180
+17,242
252
$11M 0.05%
64,017
+614
253
$11M 0.05%
111,920
+38,845
254
$10.9M 0.05%
436,645
-325,549
255
$10.8M 0.05%
19,821
+1,328
256
$10.7M 0.05%
46,798
+1,270
257
$10.6M 0.05%
267,957
-142,196
258
$10.5M 0.05%
63,575
-8,892
259
$10.5M 0.05%
174,063
-66,085
260
$10.5M 0.05%
200,099
+8,885
261
$10.5M 0.05%
150,537
+18,412
262
$10.4M 0.05%
319,155
-7,164
263
$10.4M 0.05%
67,600
+2,945
264
$10.3M 0.05%
132,699
-1,055
265
$10.3M 0.05%
351,618
-160,757
266
$10.3M 0.05%
35,758
+5,308
267
$10.2M 0.05%
446,577
-9,877
268
$10.2M 0.05%
88,774
-12,149
269
$10.2M 0.05%
229,843
+27,830
270
$10.2M 0.05%
70,391
-40,912
271
$10.1M 0.05%
28,461
-1,168
272
$10.1M 0.05%
66,801
-9,575
273
$10M 0.05%
47,744
-3,736
274
$9.91M 0.05%
70,082
-2,966
275
$9.85M 0.04%
125,655
+4,581
9 10
11
12 13