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
51
$114M 0.31%
1,009,843
-31,687
52
$114M 0.31%
470,773
+42,676
53
$112M 0.3%
640,488
+24,952
54
$108M 0.3%
245,305
+20,162
55
$105M 0.29%
345,978
+12,682
56
$104M 0.28%
288,258
+12,703
57
$99.5M 0.27%
3,246,262
-72,331
58
$98.9M 0.27%
369,664
+42,047
59
$98.6M 0.27%
170,957
+123,866
60
$97.5M 0.27%
218,520
+5,366
61
$95.4M 0.26%
606,621
+32,478
62
$93.9M 0.26%
215,363
+1,906
63
$92.8M 0.25%
695,805
+26,174
64
$90M 0.25%
1,551,763
+187,386
65
$80.2M 0.22%
1,334,224
-24,644
66
$79.1M 0.22%
764,343
+18,856
67
$77.9M 0.21%
350,174
-2,569
68
$77.5M 0.21%
985,020
+72,631
69
$76M 0.21%
2,939,378
-721,238
70
$75.1M 0.2%
547,315
+10,419
71
$74.6M 0.2%
508,325
+94,679
72
$71.8M 0.2%
739,624
+74,656
73
$71.4M 0.19%
1,029,205
-310,864
74
$69.7M 0.19%
1,495,088
+174,448
75
$69.2M 0.19%
2,917,372
+5,290
1 2
3
4 5