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
526
$3.42M 0.02%
55,154
-1,379
527
$3.39M 0.02%
28,784
-1,233
528
$3.39M 0.02%
14,988
+534
529
$3.39M 0.02%
127,869
+4,966
530
$3.36M 0.02%
44,215
-155
531
$3.34M 0.02%
121,942
-3,169
532
$3.33M 0.02%
28,349
+3,305
533
$3.33M 0.02%
44,124
-488
534
$3.33M 0.02%
42,482
-10,845
535
$3.31M 0.02%
62,582
+3,385
536
$3.31M 0.02%
110,883
+2,405
537
$3.27M 0.01%
66,600
+20,897
538
$3.26M 0.01%
28,131
-795
539
$3.26M 0.01%
40,399
-159
540
$3.24M 0.01%
94,850
-3,750
541
$3.23M 0.01%
88,368
-11,933
542
$3.23M 0.01%
131,596
-8,730
543
$3.23M 0.01%
31,562
+985
544
$3.22M 0.01%
280,639
-10,171
545
$3.22M 0.01%
41,964
+16
546
$3.2M 0.01%
75,709
+10,696
547
$3.19M 0.01%
64,747
-4,037
548
$3.19M 0.01%
31,629
-39,867
549
$3.19M 0.01%
10,115
+1,821
550
$3.19M 0.01%
25,067
+836
20 21
22
23 24