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
51
$72.7M 0.33%
235,376
+3,720
52
$71M 0.32%
765,983
-39,462
53
$67M 0.3%
141,872
-1,511
54
$66.7M 0.3%
1,045,114
-52,302
55
$65.8M 0.3%
315,842
+13,004
56
$63.5M 0.29%
1,273,310
+458,720
57
$62.5M 0.28%
405,543
-62,305
58
$59M 0.27%
237,107
-2,994
59
$58M 0.26%
406,981
+67,932
60
$57.8M 0.26%
1,420,286
-300,896
61
$57.8M 0.26%
1,096,193
+24,212
62
$56.8M 0.26%
534,181
+39,455
63
$55.8M 0.25%
755,776
-95,507
64
$54.9M 0.25%
527,525
-42,966
65
$53.8M 0.24%
518,390
-150,538
66
$53.1M 0.24%
2,176,304
+428,256
67
$53M 0.24%
1,908,110
-215,260
68
$52.1M 0.24%
634,067
-323,688
69
$51.3M 0.23%
766,791
-142,401
70
$51.2M 0.23%
980,373
+51,058
71
$51.2M 0.23%
798,600
+68,330
72
$50.3M 0.23%
556,201
-41,202
73
$50.1M 0.23%
362,642
-58,011
74
$49.9M 0.23%
313,332
-4,726
75
$49.6M 0.23%
333,448
+1,278
1 2
3
4 5