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
576
$3.14M 0.01%
33,209
+1,988
577
$3.14M 0.01%
3,822
+232
578
$3.13M 0.01%
58,266
-231
579
$3.13M 0.01%
109,136
+1,933
580
$3.13M 0.01%
141,544
-95,935
581
$3.11M 0.01%
88,400
-79,604
582
$3.1M 0.01%
24,339
-5,818
583
$3.1M 0.01%
36,120
-1,347
584
$3.06M 0.01%
143,406
+127,566
585
$3.06M 0.01%
180,160
+28,245
586
$3.05M 0.01%
34,663
-21
587
$3.05M 0.01%
39,208
+16,210
588
$3.05M 0.01%
36,821
-15,730
589
$3.04M 0.01%
160,654
+390
590
$3.04M 0.01%
94,728
-12,313
591
$3.02M 0.01%
279,848
-5,777
592
$3.02M 0.01%
115,154
-5,046
593
$3.01M 0.01%
149,176
+139,173
594
$2.99M 0.01%
167,476
+123,424
595
$2.99M 0.01%
285,779
-108
596
$2.97M 0.01%
19,699
+425
597
$2.96M 0.01%
28,646
+183
598
$2.95M 0.01%
21,987
+1,105
599
$2.95M 0.01%
66,394
+43,338
600
$2.94M 0.01%
197,556
+108,778
22 23
24
25 26