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
$22B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,101
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$144M
3
+$127M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$122M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$85.5M

Top Sells

1
+$28.1M
2
+$26.6M
3
+$24.5M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$23.4M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$22.5M

Sector Composition

1 Technology 7.9%
2 Financials 3.64%
3 Healthcare 3.51%
4 Industrials 3.18%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5.56M 0.03%
202,742
-6,253
402
$5.55M 0.03%
72,727
-38,021
403
$5.54M 0.03%
117,870
-585
404
$5.53M 0.03%
21,736
-679
405
$5.53M 0.03%
341,850
+315,594
406
$5.52M 0.03%
346,436
-13,388
407
$5.51M 0.03%
66,395
-3,765
408
$5.46M 0.02%
108,714
+729
409
$5.46M 0.02%
124,691
-4,428
410
$5.42M 0.02%
347,514
+686
411
$5.38M 0.02%
533,467
+53,671
412
$5.37M 0.02%
181,228
-2,920
413
$5.33M 0.02%
422,939
-371,134
414
$5.33M 0.02%
165,659
-8,576
415
$5.32M 0.02%
26,035
+1,337
416
$5.31M 0.02%
99,259
+41,887
417
$5.22M 0.02%
100,458
+19,904
418
$5.2M 0.02%
60,282
-29,601
419
$5.2M 0.02%
48,343
-10,997
420
$5.17M 0.02%
150,060
+126,231
421
$5.15M 0.02%
16,795
-1,360
422
$5.14M 0.02%
93,829
+8,317
423
$5.12M 0.02%
71,041
-5,615
424
$5.12M 0.02%
179,161
+25,025
425
$5.12M 0.02%
38,111
+1,764
15 16
17
18 19