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 3.26%
4 Industrials 2.56%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.93M 0.01%
29,089
+726
602
$2.92M 0.01%
31,224
-5,007
603
$2.92M 0.01%
16,765
+61
604
$2.91M 0.01%
22,776
+1,675
605
$2.9M 0.01%
59,153
+500
606
$2.88M 0.01%
36,956
+5,067
607
$2.87M 0.01%
19,589
+71
608
$2.85M 0.01%
20,963
+1,079
609
$2.85M 0.01%
229,989
+129,374
610
$2.83M 0.01%
36,285
+81
611
$2.81M 0.01%
20,328
-2,132
612
$2.8M 0.01%
51,662
+576
613
$2.8M 0.01%
16,098
+3,110
614
$2.79M 0.01%
97,367
+5,362
615
$2.79M 0.01%
21,955
-705
616
$2.78M 0.01%
62,095
-1,128
617
$2.76M 0.01%
37,122
-20,119
618
$2.76M 0.01%
19,068
-6,614
619
$2.76M 0.01%
81,730
-1,961
620
$2.75M 0.01%
13,043
+2,277
621
$2.73M 0.01%
98,960
-22,221
622
$2.73M 0.01%
1,000,521
+98,652
623
$2.73M 0.01%
20,222
-2,235
624
$2.73M 0.01%
3,023
-415
625
$2.72M 0.01%
23,078
-2,015
23 24
25
26 27