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
726
$1.67M 0.01%
5,233
+663
727
$1.65M 0.01%
15,783
+26
728
$1.65M 0.01%
30,465
+2,870
729
$1.65M 0.01%
23,400
-16,035
730
$1.64M 0.01%
75,622
+33,715
731
$1.64M 0.01%
11,940
+2,440
732
$1.64M 0.01%
73,514
+1,481
733
$1.63M 0.01%
58,372
+16,560
734
$1.63M 0.01%
5,332
-449
735
$1.63M 0.01%
16,030
+3,730
736
$1.62M 0.01%
38,667
+8,073
737
$1.62M 0.01%
18,596
-2,299
738
$1.62M 0.01%
182,957
+1,622
739
$1.61M 0.01%
16,547
-58
740
$1.61M 0.01%
21,569
-639
741
$1.59M 0.01%
22,417
+759
742
$1.59M 0.01%
10,326
-4,473
743
$1.58M 0.01%
36,077
-19,501
744
$1.57M 0.01%
19,768
+2,138
745
$1.56M 0.01%
24,721
-1,849
746
$1.56M 0.01%
57,518
-122
747
$1.55M 0.01%
27,372
+24
748
$1.55M 0.01%
25,704
+1,986
749
$1.55M 0.01%
34,521
-2,615
750
$1.55M 0.01%
20,458
-103,677
28 29
30
31 32