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
626
$2.42M 0.01%
68,603
-3,929
627
$2.42M 0.01%
16,834
-1,058
628
$2.4M 0.01%
63,868
+6,174
629
$2.4M 0.01%
38,486
+1,769
630
$2.4M 0.01%
13,235
-12,144
631
$2.4M 0.01%
145,515
+13,749
632
$2.39M 0.01%
41,872
-1,375
633
$2.37M 0.01%
59,106
-6,741
634
$2.36M 0.01%
18,680
+3,688
635
$2.34M 0.01%
10,351
+323
636
$2.29M 0.01%
191,630
+101,423
637
$2.28M 0.01%
16,259
-102
638
$2.28M 0.01%
181,943
-349
639
$2.27M 0.01%
15,360
-2,314
640
$2.26M 0.01%
19,184
+126
641
$2.26M 0.01%
28,446
+1,355
642
$2.22M 0.01%
22,420
-452
643
$2.2M 0.01%
99,122
-80,698
644
$2.18M 0.01%
7,216
+1,914
645
$2.18M 0.01%
16,869
+102
646
$2.16M 0.01%
13,965
-1,753
647
$2.15M 0.01%
29,683
-3,058
648
$2.14M 0.01%
38,871
-654
649
$2.14M 0.01%
29,871
+2,154
650
$2.14M 0.01%
23,033
+1,194
24 25
26
27 28