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
551
$3.18M 0.01%
26,987
+13,137
552
$3.15M 0.01%
208,467
+3,797
553
$3.15M 0.01%
56,294
-6,002
554
$3.14M 0.01%
13,973
-568
555
$3.14M 0.01%
91,528
+2,399
556
$3.13M 0.01%
49,297
+71
557
$3.13M 0.01%
14,081
+98
558
$3.13M 0.01%
27,677
+1,067
559
$3.1M 0.01%
67,696
+922
560
$3.09M 0.01%
90,781
+51,228
561
$3.09M 0.01%
37,330
-31,052
562
$3.08M 0.01%
15,828
-1,924
563
$3.08M 0.01%
175,817
-85,460
564
$3.08M 0.01%
22,230
-4,606
565
$3.03M 0.01%
86,076
-948
566
$3.03M 0.01%
13,385
-879
567
$3.02M 0.01%
29,980
+1,855
568
$3M 0.01%
49,137
+24,552
569
$2.98M 0.01%
42,233
+4,324
570
$2.96M 0.01%
50,795
+697
571
$2.95M 0.01%
44,900
+7,081
572
$2.94M 0.01%
6,057
-360
573
$2.94M 0.01%
11,918
-752
574
$2.94M 0.01%
12,633
+657
575
$2.93M 0.01%
21,374
+1,736
21 22
23
24 25