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
476
$4.55M 0.01%
56,662
+2,276
477
$4.55M 0.01%
58,969
+888
478
$4.48M 0.01%
53,940
+21,880
479
$4.44M 0.01%
20,330
+306
480
$4.43M 0.01%
13,918
+2,013
481
$4.4M 0.01%
195,785
-5,364
482
$4.38M 0.01%
110,467
+5,613
483
$4.36M 0.01%
124,800
-8,560
484
$4.36M 0.01%
45,432
+1,014
485
$4.35M 0.01%
62,120
+317
486
$4.35M 0.01%
29,828
+3,043
487
$4.35M 0.01%
31,728
+8,714
488
$4.32M 0.01%
63,003
-3,548
489
$4.27M 0.01%
79,000
-730
490
$4.25M 0.01%
65,354
-3,738
491
$4.23M 0.01%
11,578
+297
492
$4.22M 0.01%
189,510
+950
493
$4.2M 0.01%
32,717
+319
494
$4.19M 0.01%
54,918
+4,725
495
$4.18M 0.01%
172,026
+25,495
496
$4.17M 0.01%
61,839
+6,195
497
$4.14M 0.01%
109,907
+6,775
498
$4.14M 0.01%
35,817
+1,546
499
$4.14M 0.01%
75,645
-1,825
500
$4.13M 0.01%
891,187
+245,765
18 19
20
21 22