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
701
$1.82M 0.01%
52,699
+9,923
702
$1.81M 0.01%
66,116
+9,076
703
$1.81M 0.01%
13,530
+755
704
$1.8M 0.01%
63,939
+5,793
705
$1.79M 0.01%
36,674
-107,871
706
$1.79M 0.01%
80,211
+10,464
707
$1.79M 0.01%
25,018
-21,675
708
$1.79M 0.01%
12,190
+2,654
709
$1.77M 0.01%
26,098
-2,892
710
$1.76M 0.01%
40,384
-629
711
$1.76M 0.01%
26,267
+3,014
712
$1.75M 0.01%
66,511
+8,289
713
$1.74M 0.01%
31,940
-2,845
714
$1.74M 0.01%
11,757
+7,554
715
$1.74M 0.01%
35,425
+2,720
716
$1.73M 0.01%
50,740
-49,974
717
$1.73M 0.01%
19,707
+7,628
718
$1.72M 0.01%
26,521
+3,989
719
$1.7M 0.01%
8,328
-97
720
$1.7M 0.01%
3,863
-184
721
$1.69M 0.01%
86,819
+11,294
722
$1.68M 0.01%
134,640
+19,290
723
$1.68M 0.01%
14,429
-551
724
$1.67M 0.01%
29,596
-26,861
725
$1.67M 0.01%
13,841
+3,287
27 28
29
30 31