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
326
$8.96M 0.02%
332,949
-21,462
327
$8.91M 0.02%
139,254
-156,026
328
$8.88M 0.02%
126,759
+2,541
329
$8.83M 0.02%
183,962
+4,116
330
$8.83M 0.02%
192,906
-16,048
331
$8.79M 0.02%
134,317
+11,234
332
$8.78M 0.02%
468,216
+30,542
333
$8.76M 0.02%
36,252
+2,711
334
$8.74M 0.02%
252,020
-14,191
335
$8.71M 0.02%
48,267
+3,657
336
$8.63M 0.02%
28,037
+536
337
$8.59M 0.02%
47,049
+13,575
338
$8.53M 0.02%
49,298
+5,384
339
$8.42M 0.02%
6,174
+3,900
340
$8.39M 0.02%
223,792
+4,392
341
$8.34M 0.02%
430,589
-101,925
342
$8.25M 0.02%
392,217
-6,336
343
$8.23M 0.02%
46,731
+761
344
$8.17M 0.02%
72,537
-10,770
345
$8.16M 0.02%
10,371
+2,595
346
$8.07M 0.02%
81,308
-7,292
347
$8.02M 0.02%
271,479
-12,320
348
$8.01M 0.02%
38,553
-229
349
$7.98M 0.02%
20,558
-3,509
350
$7.98M 0.02%
27,950
+637
12 13
14
15 16