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
676
$2.38M 0.01%
4,448
+560
677
$2.37M 0.01%
267,695
-27,800
678
$2.35M 0.01%
51,287
-1,799
679
$2.34M 0.01%
28,608
+270
680
$2.34M 0.01%
33,540
+5,969
681
$2.34M 0.01%
40,909
+8
682
$2.32M 0.01%
53,030
-3,885
683
$2.31M 0.01%
34,598
-200
684
$2.31M 0.01%
209,824
+46
685
$2.3M 0.01%
48,573
+4,037
686
$2.3M 0.01%
9,126
+3,322
687
$2.29M 0.01%
31,638
-479
688
$2.28M 0.01%
45,639
+2,782
689
$2.27M 0.01%
40,681
-914
690
$2.24M 0.01%
26,842
+94
691
$2.23M 0.01%
111,615
+28,190
692
$2.23M 0.01%
76,583
+48,391
693
$2.22M 0.01%
53,855
-2,977
694
$2.21M 0.01%
83,715
+71,536
695
$2.2M 0.01%
38,126
-1,030
696
$2.2M 0.01%
170,056
-39,782
697
$2.2M 0.01%
10,833
-361
698
$2.2M 0.01%
32,216
-403
699
$2.19M 0.01%
4,407
+293
700
$2.19M 0.01%
76,898
+16,700
26 27
28
29 30