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
426
$5.64M 0.02%
166,891
-1,761
427
$5.64M 0.02%
193,617
+114,540
428
$5.64M 0.02%
275,682
+95,513
429
$5.63M 0.02%
228,663
-67,811
430
$5.62M 0.02%
81,026
+14,267
431
$5.62M 0.02%
89,024
+7,015
432
$5.56M 0.02%
84,390
+5,364
433
$5.56M 0.02%
140,564
-2,328
434
$5.53M 0.02%
100,505
+8,048
435
$5.52M 0.02%
170,293
+143,513
436
$5.51M 0.02%
117,514
+105
437
$5.5M 0.02%
59,895
-9,975
438
$5.43M 0.01%
35,631
-114
439
$5.36M 0.01%
72,220
+17,130
440
$5.35M 0.01%
110,233
-5,593
441
$5.29M 0.01%
122,648
+851
442
$5.28M 0.01%
99,553
+14,278
443
$5.26M 0.01%
10,391
+626
444
$5.25M 0.01%
109,400
-26,840
445
$5.24M 0.01%
54,282
+15,207
446
$5.22M 0.01%
35,137
-3,783
447
$5.19M 0.01%
26,702
+813
448
$5.17M 0.01%
23,033
+52
449
$5.17M 0.01%
122,693
-17,159
450
$5.16M 0.01%
32,375
+1,043
16 17
18
19 20