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
651
$2.58M 0.01%
31,570
-1,062
652
$2.56M 0.01%
26,078
+1,761
653
$2.56M 0.01%
66,791
-279
654
$2.55M 0.01%
22,729
-1,226
655
$2.55M 0.01%
21,127
-93
656
$2.52M 0.01%
60,518
-11,635
657
$2.51M 0.01%
7,993
-566
658
$2.5M 0.01%
5,481
-49
659
$2.5M 0.01%
32,843
-947
660
$2.5M 0.01%
47,243
+3,324
661
$2.48M 0.01%
61,684
+318
662
$2.48M 0.01%
27,340
-1,073
663
$2.48M 0.01%
57,320
+613
664
$2.48M 0.01%
22,988
-155
665
$2.47M 0.01%
58,946
+8,475
666
$2.46M 0.01%
46,364
-2,222
667
$2.46M 0.01%
461,229
+443,269
668
$2.45M 0.01%
112,895
+6,648
669
$2.44M 0.01%
34,032
-474
670
$2.43M 0.01%
71,065
-1,210
671
$2.43M 0.01%
86,638
-18,372
672
$2.43M 0.01%
21,066
+1,702
673
$2.41M 0.01%
99,666
+2,296
674
$2.4M 0.01%
58,799
+13,176
675
$2.38M 0.01%
11,383
-93
25 26
27
28 29