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
476
$4.06M 0.02%
96,760
+1,364
477
$4.02M 0.02%
96,917
-6,384
478
$4.02M 0.02%
211,609
-1,884
479
$4.01M 0.02%
417,126
+335,547
480
$4M 0.02%
67,235
-19,431
481
$4M 0.02%
110,888
+4,084
482
$3.99M 0.02%
177,390
+100,537
483
$3.93M 0.02%
15,879
-2,505
484
$3.92M 0.02%
64,964
-4,700
485
$3.88M 0.02%
31,221
+2,159
486
$3.88M 0.02%
126,544
+2,923
487
$3.88M 0.02%
22,589
-79
488
$3.87M 0.02%
24,578
-558
489
$3.85M 0.02%
62,209
+3,011
490
$3.78M 0.02%
75,992
+2,873
491
$3.77M 0.02%
74,776
-17,508
492
$3.76M 0.02%
34,772
+5,511
493
$3.74M 0.02%
+88,359
494
$3.74M 0.02%
67,569
-7,554
495
$3.74M 0.02%
101,877
-25,773
496
$3.7M 0.02%
28,834
-336
497
$3.69M 0.02%
40,503
-4,061
498
$3.68M 0.02%
58,064
+2,237
499
$3.68M 0.02%
75,380
+3,008
500
$3.67M 0.02%
23,115
+642
18 19
20
21 22