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
451
$5.12M 0.01%
58,041
-2,930
452
$5.08M 0.01%
38,365
+1,269
453
$5.08M 0.01%
33,545
-8,458
454
$5.06M 0.01%
44,994
-1,273
455
$5.05M 0.01%
26,656
+260
456
$5.03M 0.01%
203,432
+74,676
457
$4.98M 0.01%
146,861
-2,797
458
$4.96M 0.01%
104,754
+2,384
459
$4.95M 0.01%
100,232
+1,380
460
$4.91M 0.01%
115,450
+6,413
461
$4.9M 0.01%
219,666
+22,737
462
$4.86M 0.01%
97,400
+11,488
463
$4.86M 0.01%
56,572
+5,409
464
$4.85M 0.01%
229,365
+16,837
465
$4.85M 0.01%
18,354
-809
466
$4.85M 0.01%
11,666
+949
467
$4.81M 0.01%
70,923
-7,375
468
$4.81M 0.01%
84,474
+5,623
469
$4.79M 0.01%
29,966
-10,577
470
$4.73M 0.01%
189,550
+30,030
471
$4.7M 0.01%
23,540
+3,812
472
$4.63M 0.01%
201,596
+15
473
$4.59M 0.01%
29,510
+2,670
474
$4.57M 0.01%
30,991
-8,686
475
$4.56M 0.01%
112,377
17 18
19
20 21