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
$26.3B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,092
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$260M
3
+$163M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$152M
5
DFCA icon
Dimensional California Municipal Bond ETF
DFCA
+$142M

Top Sells

1
+$101M
2
+$70.8M
3
+$69.8M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$62.3M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$28M

Sector Composition

1 Technology 8.27%
2 Financials 3.38%
3 Healthcare 3.05%
4 Consumer Discretionary 2.53%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5.2M 0.02%
37,093
+302
427
$5.17M 0.02%
102,721
+1,803
428
$5.15M 0.02%
142,120
+58,022
429
$5.13M 0.02%
76,204
-30,264
430
$5.12M 0.02%
132,278
+25,805
431
$5.11M 0.02%
147,011
-224,655
432
$5.1M 0.02%
80,906
+27,677
433
$5.07M 0.02%
22,064
+2,504
434
$5.06M 0.02%
189,245
+16,688
435
$5.04M 0.02%
76,236
-14,698
436
$5.03M 0.02%
88,351
-6,613
437
$4.99M 0.02%
66,892
-44,701
438
$4.97M 0.02%
67,460
+1,679
439
$4.95M 0.02%
162,571
+3,746
440
$4.95M 0.02%
49,301
+1,388
441
$4.95M 0.02%
55,760
-13,399
442
$4.94M 0.02%
147,205
-31,499
443
$4.91M 0.02%
75,670
-19,207
444
$4.9M 0.02%
107,539
+8,891
445
$4.88M 0.02%
23,574
+1,403
446
$4.86M 0.02%
72,597
+3,514
447
$4.83M 0.02%
31,876
-11,260
448
$4.82M 0.02%
97,403
-56,314
449
$4.82M 0.02%
118,720
+2,240
450
$4.81M 0.02%
45,857
-52,230
16 17
18
19 20