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
576
$2.93M 0.01%
58,330
-1,088
577
$2.9M 0.01%
8,733
-337
578
$2.89M 0.01%
18,356
+3,110
579
$2.89M 0.01%
31,533
-1,102
580
$2.87M 0.01%
9,115
+115
581
$2.87M 0.01%
45,466
+23,807
582
$2.86M 0.01%
26,048
-13,174
583
$2.86M 0.01%
31,190
-38,577
584
$2.86M 0.01%
45,205
+3,463
585
$2.84M 0.01%
21,033
+587
586
$2.83M 0.01%
42,641
-4,401
587
$2.83M 0.01%
172,535
+6,780
588
$2.83M 0.01%
51,760
-2,529
589
$2.79M 0.01%
30,344
+5,663
590
$2.79M 0.01%
157,634
+13,614
591
$2.77M 0.01%
38,566
+185
592
$2.76M 0.01%
263,030
-6,701
593
$2.75M 0.01%
59,384
+5,549
594
$2.74M 0.01%
68,134
-26,608
595
$2.73M 0.01%
33,459
+6,502
596
$2.73M 0.01%
138,274
-85
597
$2.72M 0.01%
20,577
-4,590
598
$2.72M 0.01%
73,954
+530
599
$2.7M 0.01%
85,457
+16,959
600
$2.7M 0.01%
265,903
-7,021
22 23
24
25 26