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
376
$7.03M 0.02%
50,823
+598
377
$7M 0.02%
208,149
-2,742
378
$6.99M 0.02%
316,403
+58,363
379
$6.89M 0.02%
142,017
+29,541
380
$6.81M 0.02%
25,957
-73
381
$6.81M 0.02%
679,178
+6,775
382
$6.8M 0.02%
316,856
+57,821
383
$6.71M 0.02%
172,668
+1,371
384
$6.7M 0.02%
17,003
+4,698
385
$6.69M 0.02%
145,840
+6,671
386
$6.65M 0.02%
174,411
-3,200
387
$6.65M 0.02%
4,046
+2,939
388
$6.64M 0.02%
56,195
+2,461
389
$6.63M 0.02%
111,908
-1,005
390
$6.62M 0.02%
160,042
+337
391
$6.6M 0.02%
21,087
+12,058
392
$6.59M 0.02%
216,056
-16,990
393
$6.57M 0.02%
231,278
+2,048
394
$6.51M 0.02%
+298,879
395
$6.5M 0.02%
40,940
+5,539
396
$6.48M 0.02%
10,887
+18
397
$6.48M 0.02%
128,734
-12,409
398
$6.45M 0.02%
127,016
+23,036
399
$6.42M 0.02%
306,447
+55,708
400
$6.29M 0.02%
16,186
+4,222
14 15
16
17 18