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
401
$6.26M 0.02%
230,328
-4,028
402
$6.26M 0.02%
45,056
-2,489
403
$6.25M 0.02%
134,537
+17,159
404
$6.24M 0.02%
76,533
+20,868
405
$6.24M 0.02%
59,416
+31,616
406
$6.21M 0.02%
122,333
-3,871
407
$6.21M 0.02%
52,345
+784
408
$6.19M 0.02%
93,463
-4,633
409
$6.18M 0.02%
21,731
-13,051
410
$6.14M 0.02%
69,442
-4,064
411
$6.07M 0.02%
61,918
+40,620
412
$5.9M 0.02%
101,057
-3,908
413
$5.88M 0.02%
182,272
-7,010
414
$5.87M 0.02%
90,338
-2,125
415
$5.83M 0.02%
25,414
-1,449
416
$5.8M 0.02%
52,528
+4,063
417
$5.79M 0.02%
147,585
+516
418
$5.79M 0.02%
65,556
-1,389
419
$5.75M 0.02%
68,417
-2,578
420
$5.72M 0.02%
103,788
+1,219
421
$5.72M 0.02%
69,283
+5,484
422
$5.69M 0.02%
112,661
-3,625
423
$5.66M 0.02%
48,209
-6,739
424
$5.65M 0.02%
17,378
-189
425
$5.65M 0.02%
21,224
-1,467
15 16
17
18 19