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
251
$13.2M 0.04%
197,246
+66,072
252
$13M 0.04%
51,110
-909
253
$13M 0.04%
29,641
+2,004
254
$12.9M 0.04%
276,023
-17,333
255
$12.8M 0.04%
63,557
+2,150
256
$12.8M 0.03%
354,264
+57,090
257
$12.8M 0.03%
582,471
-142,161
258
$12.8M 0.03%
565,700
-120,617
259
$12.7M 0.03%
210,548
-2,618
260
$12.6M 0.03%
231,698
-124,073
261
$12.6M 0.03%
171,027
-19,565
262
$12.6M 0.03%
7,982
+2,611
263
$12.5M 0.03%
80,124
+16,654
264
$12.5M 0.03%
468,373
-66,668
265
$12.5M 0.03%
382,148
-228,726
266
$12.4M 0.03%
172,611
+88,039
267
$12.4M 0.03%
104,273
+3,261
268
$12.3M 0.03%
155,300
+4,087
269
$12.3M 0.03%
366,626
+50,073
270
$12.2M 0.03%
77,342
+7,113
271
$12.2M 0.03%
285,320
+26,688
272
$12M 0.03%
405,074
-24,412
273
$11.8M 0.03%
247,626
+7,905
274
$11.8M 0.03%
55,212
+4,749
275
$11.7M 0.03%
371,998
-19,717
9 10
11
12 13