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
551
$3.43M 0.01%
23,276
+1,059
552
$3.39M 0.01%
54,486
-18,799
553
$3.36M 0.01%
62,891
-697
554
$3.33M 0.01%
6,152
+4,337
555
$3.3M 0.01%
65,419
+4,184
556
$3.28M 0.01%
13,698
+4,122
557
$3.28M 0.01%
71,849
-8,683
558
$3.27M 0.01%
91,941
+3,894
559
$3.27M 0.01%
269,620
-1,079
560
$3.26M 0.01%
56,198
+26,649
561
$3.24M 0.01%
226,048
-165
562
$3.23M 0.01%
202,799
+2,326
563
$3.22M 0.01%
8,630
+2,021
564
$3.22M 0.01%
69,449
-49,476
565
$3.21M 0.01%
64,420
+60
566
$3.21M 0.01%
72,446
+2,602
567
$3.2M 0.01%
22,638
-728
568
$3.19M 0.01%
86,129
+5,114
569
$3.19M 0.01%
57,722
-14,424
570
$3.19M 0.01%
158,668
-122,886
571
$3.17M 0.01%
24,514
-2,918
572
$3.16M 0.01%
62,661
-69
573
$3.16M 0.01%
27,360
-1,502
574
$3.16M 0.01%
214,119
-65,275
575
$3.15M 0.01%
48,470
+301
21 22
23
24 25