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
26
$304M 0.83%
14,211,489
-722,199
27
$281M 0.77%
5,639,228
+640,552
28
$262M 0.71%
2,532,946
-269,555
29
$248M 0.68%
2,226,818
+153,146
30
$237M 0.65%
797,940
-15,534
31
$221M 0.6%
2,861,444
-229,033
32
$213M 0.58%
3,626,470
-166,336
33
$210M 0.57%
10,920,382
-254,958
34
$206M 0.56%
1,145,601
+95,298
35
$200M 0.54%
3,989,726
+278,965
36
$197M 0.54%
388,540
+63,742
37
$184M 0.5%
4,722,448
-254,978
38
$182M 0.5%
363,157
+32,473
39
$182M 0.5%
2,165,164
-659,317
40
$181M 0.49%
6,603,372
-453,007
41
$166M 0.45%
1,340,021
-73,062
42
$162M 0.44%
1,053,164
+96,114
43
$150M 0.41%
3,034,430
+2,159,130
44
$150M 0.41%
2,214,990
+65,048
45
$139M 0.38%
499,364
-6,014
46
$139M 0.38%
2,434,904
+25,073
47
$137M 0.37%
2,650,551
-197,009
48
$137M 0.37%
1,088,336
+4,382
49
$135M 0.37%
2,855,256
-93,003
50
$134M 0.37%
518,481
+220
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