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
351
$7.94M 0.02%
88,632
-7,144
352
$7.93M 0.02%
182,332
+9,230
353
$7.85M 0.02%
183,023
+86,567
354
$7.83M 0.02%
203,271
-7,445
355
$7.78M 0.02%
268,379
-14,658
356
$7.76M 0.02%
180,386
+7,481
357
$7.7M 0.02%
384,970
-92,091
358
$7.7M 0.02%
16,503
+3,106
359
$7.67M 0.02%
71,798
+3,506
360
$7.59M 0.02%
241,574
-10,594
361
$7.55M 0.02%
194,219
+17,968
362
$7.51M 0.02%
118,581
-1,385
363
$7.47M 0.02%
325,971
+53,421
364
$7.43M 0.02%
83,338
+7,032
365
$7.42M 0.02%
106,501
+5,725
366
$7.39M 0.02%
117,915
+7,315
367
$7.34M 0.02%
318,219
+59,525
368
$7.32M 0.02%
53,079
+5,979
369
$7.32M 0.02%
97,923
+4,716
370
$7.3M 0.02%
76,294
+4,206
371
$7.25M 0.02%
97,732
-24
372
$7.24M 0.02%
133,224
+111,930
373
$7.17M 0.02%
30,269
+468
374
$7.13M 0.02%
163,923
+19,670
375
$7.12M 0.02%
206,043
+1,653
13 14
15
16 17