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
676
$2M 0.01%
89,005
+12,083
677
$2M 0.01%
87,347
+12,071
678
$1.99M 0.01%
189,402
+10,366
679
$1.98M 0.01%
71,266
+5,950
680
$1.98M 0.01%
2,869
-200
681
$1.97M 0.01%
14,778
-2,701
682
$1.95M 0.01%
10,481
+1,201
683
$1.95M 0.01%
89,424
+12,550
684
$1.94M 0.01%
51,329
-4,244
685
$1.92M 0.01%
20,259
+1,594
686
$1.92M 0.01%
9,633
-10
687
$1.91M 0.01%
9,945
+3
688
$1.9M 0.01%
40,242
-7,025
689
$1.89M 0.01%
53,202
-94,514
690
$1.89M 0.01%
162,803
-8,855
691
$1.88M 0.01%
13,451
-456
692
$1.87M 0.01%
39,084
+4,393
693
$1.87M 0.01%
19,563
+1,588
694
$1.87M 0.01%
103,125
+80
695
$1.87M 0.01%
88,684
-36,513
696
$1.86M 0.01%
46,226
-1,169
697
$1.85M 0.01%
36,838
-20,962
698
$1.85M 0.01%
58,330
+7,467
699
$1.83M 0.01%
56,690
-2,998
700
$1.82M 0.01%
20,001
+240
26 27
28
29 30