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
526
$3.82M 0.01%
57,783
+3,631
527
$3.79M 0.01%
63,342
+4,492
528
$3.79M 0.01%
50,448
+4,113
529
$3.75M 0.01%
41,750
-476
530
$3.74M 0.01%
33,434
-8,469
531
$3.74M 0.01%
57,947
+1,603
532
$3.73M 0.01%
303,601
+119,837
533
$3.72M 0.01%
120,365
+31,129
534
$3.72M 0.01%
30,992
+2,258
535
$3.69M 0.01%
79,215
+11,605
536
$3.67M 0.01%
75,528
-24,972
537
$3.65M 0.01%
156,921
-36,310
538
$3.6M 0.01%
13,092
+1,169
539
$3.59M 0.01%
25,796
-505
540
$3.59M 0.01%
21,600
-282
541
$3.58M 0.01%
15,032
+1,986
542
$3.57M 0.01%
161,804
+128,640
543
$3.56M 0.01%
30,771
+2,546
544
$3.56M 0.01%
97,636
+7,906
545
$3.56M 0.01%
98,765
+52,880
546
$3.55M 0.01%
44,348
+2,302
547
$3.5M 0.01%
68,805
-670
548
$3.48M 0.01%
88,716
-2,316
549
$3.47M 0.01%
106,119
-5,638
550
$3.43M 0.01%
26,998
+19,574
20 21
22
23 24