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
701
$2.17M 0.01%
14,901
-1,634
702
$2.16M 0.01%
56,378
-7,250
703
$2.14M 0.01%
37,481
+2,892
704
$2.12M 0.01%
2,837
-459
705
$2.1M 0.01%
21,044
+570
706
$2.1M 0.01%
22,272
-1,408
707
$2.1M 0.01%
21,639
+56
708
$2.09M 0.01%
20,298
-1,085
709
$2.08M 0.01%
10,480
+2,227
710
$2.08M 0.01%
92,662
+11,546
711
$2.08M 0.01%
76,268
+49,962
712
$2.08M 0.01%
20,817
-136
713
$2.08M 0.01%
24,172
+1,631
714
$2.05M 0.01%
25,678
+12,075
715
$2.05M 0.01%
16,222
+2,882
716
$2.04M 0.01%
20,215
-2,025
717
$2.04M 0.01%
4,295
+176
718
$2.04M 0.01%
25,984
-858
719
$2.01M 0.01%
46,448
-953
720
$2M 0.01%
72,852
+14,422
721
$2M 0.01%
8,828
+1,467
722
$1.99M 0.01%
26,907
-20,252
723
$1.99M 0.01%
51,074
+34,741
724
$1.99M 0.01%
16,820
+1,071
725
$1.97M 0.01%
56,321
+11,018
27 28
29
30 31