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
451
$4.59M 0.02%
34,754
+188
452
$4.57M 0.02%
35,267
-4,059
453
$4.5M 0.02%
17,596
-1,521
454
$4.42M 0.02%
52,108
+4,007
455
$4.41M 0.02%
21,194
-2,398
456
$4.4M 0.02%
101,753
+42,052
457
$4.37M 0.02%
20,783
+2,095
458
$4.33M 0.02%
19,890
+1,912
459
$4.28M 0.02%
44,531
-37,096
460
$4.27M 0.02%
89,134
-2,393
461
$4.25M 0.02%
51,417
-3,833
462
$4.22M 0.02%
84,927
-4,970
463
$4.22M 0.02%
71,921
-13,927
464
$4.21M 0.02%
193,766
-4,521
465
$4.2M 0.02%
119,617
-11,168
466
$4.2M 0.02%
62,269
-1,374
467
$4.19M 0.02%
97,939
-110
468
$4.19M 0.02%
6,264
+618
469
$4.18M 0.02%
86,846
-188,931
470
$4.14M 0.02%
9,037
-40
471
$4.14M 0.02%
88,195
-9,462
472
$4.11M 0.02%
79,331
-1,619
473
$4.08M 0.02%
38,393
-2,209
474
$4.07M 0.02%
107,016
-1,881
475
$4.07M 0.02%
231,487
+2,850
17 18
19
20 21