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
501
$4.1M 0.01%
9,746
+1,608
502
$4.09M 0.01%
75,308
-25,484
503
$4.09M 0.01%
24,036
+531
504
$4.08M 0.01%
66,232
-3,240
505
$4.08M 0.01%
29,526
-1,763
506
$4.08M 0.01%
91,612
+234
507
$4.06M 0.01%
115,817
-148,471
508
$4.02M 0.01%
76,126
-146
509
$4.02M 0.01%
228,829
-571
510
$4.02M 0.01%
15,025
+256
511
$4.01M 0.01%
53,674
-37,048
512
$4.01M 0.01%
31,139
+27,442
513
$4M 0.01%
45,712
-1,046
514
$3.99M 0.01%
34,074
+291
515
$3.96M 0.01%
58,203
+5,379
516
$3.94M 0.01%
35,468
+590
517
$3.92M 0.01%
12,363
+325
518
$3.91M 0.01%
16,861
+2,194
519
$3.91M 0.01%
81,382
-9,114
520
$3.9M 0.01%
49,814
-1,513
521
$3.88M 0.01%
79,680
-30,073
522
$3.88M 0.01%
42,185
+162
523
$3.87M 0.01%
14,344
+906
524
$3.86M 0.01%
53,867
-7,309
525
$3.82M 0.01%
39,194
+9,070
19 20
21
22 23