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
301
$10M 0.03%
147,581
-4,634
302
$10M 0.03%
133,768
-23,743
303
$10M 0.03%
404,808
-248,205
304
$9.98M 0.03%
383,276
-38,462
305
$9.97M 0.03%
1,312
+1
306
$9.92M 0.03%
48,724
-1,758
307
$9.78M 0.03%
108,665
-19,106
308
$9.74M 0.03%
374,628
-35,588
309
$9.72M 0.03%
111,844
+1,663
310
$9.64M 0.03%
56,684
-55
311
$9.64M 0.03%
38,524
-902
312
$9.63M 0.03%
250,025
-17,031
313
$9.51M 0.03%
95,576
-10,586
314
$9.29M 0.03%
47,381
-2,702
315
$9.21M 0.03%
+225,215
316
$9.2M 0.03%
84,638
+394
317
$9.18M 0.03%
731,930
+76,606
318
$9.18M 0.03%
56,263
+3,280
319
$9.13M 0.02%
32,967
-218
320
$9.12M 0.02%
145,219
-11,622
321
$9.05M 0.02%
164,607
+20,643
322
$9.02M 0.02%
50,901
+3,270
323
$8.98M 0.02%
46,385
+1,878
324
$8.98M 0.02%
67,503
+21,563
325
$8.97M 0.02%
85,692
-7,168
11 12
13
14 15