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
626
$2.72M 0.01%
18,339
-4,129
627
$2.71M 0.01%
155,709
-2,685
628
$2.71M 0.01%
201,933
+26,110
629
$2.71M 0.01%
17,797
+3,816
630
$2.7M 0.01%
25,508
+1,966
631
$2.7M 0.01%
22,768
-723
632
$2.7M 0.01%
12,118
+2,565
633
$2.69M 0.01%
21,751
+2,881
634
$2.69M 0.01%
44,575
-290
635
$2.68M 0.01%
15,890
+123
636
$2.68M 0.01%
35,390
+1,506
637
$2.67M 0.01%
20,417
-1,079
638
$2.66M 0.01%
30,766
+12,022
639
$2.66M 0.01%
81,801
+10,658
640
$2.64M 0.01%
27,028
-1,289
641
$2.64M 0.01%
248,003
-4,028
642
$2.63M 0.01%
125,730
+10,871
643
$2.63M 0.01%
54,318
+699
644
$2.63M 0.01%
+87,824
645
$2.62M 0.01%
51,301
-30,582
646
$2.62M 0.01%
132,570
-2,256
647
$2.62M 0.01%
24,650
+1,412
648
$2.61M 0.01%
10,491
+309
649
$2.6M 0.01%
69,443
-10,503
650
$2.59M 0.01%
89,683
-5,032
24 25
26
27 28