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
276
$11.6M 0.03%
51,993
+2,706
277
$11.6M 0.03%
103,621
+7,385
278
$11.5M 0.03%
53,474
+2,845
279
$11.4M 0.03%
129,014
+13,449
280
$11.4M 0.03%
146,730
-3,152
281
$11.3M 0.03%
74,923
-8,991
282
$11.2M 0.03%
359,347
+32,361
283
$11.2M 0.03%
130,283
-4,226
284
$11.1M 0.03%
222,868
-11,728
285
$11M 0.03%
214,858
+8,831
286
$11M 0.03%
148,972
+67,272
287
$11M 0.03%
165,252
-20,400
288
$10.9M 0.03%
53,305
-2,470
289
$10.8M 0.03%
81,927
-3,854
290
$10.7M 0.03%
231,117
+39,725
291
$10.7M 0.03%
658,736
-186,193
292
$10.6M 0.03%
565,737
+65,723
293
$10.6M 0.03%
159,885
+22,525
294
$10.4M 0.03%
129,556
+561
295
$10.3M 0.03%
84,898
+5,962
296
$10.2M 0.03%
26,805
+7,156
297
$10.2M 0.03%
291,442
-22,688
298
$10.1M 0.03%
16,108
+1,019
299
$10.1M 0.03%
34,686
-621
300
$10.1M 0.03%
47,729
+2,103
10 11
12
13 14