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
726
$1.97M 0.01%
14,099
-470
727
$1.96M 0.01%
41,700
-21,521
728
$1.95M 0.01%
11,738
+3,802
729
$1.93M 0.01%
24,326
+3,303
730
$1.93M 0.01%
12,684
+1,376
731
$1.92M 0.01%
162,528
-20,766
732
$1.92M 0.01%
59,555
+3,583
733
$1.9M 0.01%
35,301
-5,618
734
$1.89M 0.01%
78,229
+9,856
735
$1.88M 0.01%
13,768
+980
736
$1.88M 0.01%
26,753
+4,357
737
$1.87M 0.01%
27,670
-1,437
738
$1.87M 0.01%
28,234
-12,295
739
$1.87M 0.01%
23,532
+3,612
740
$1.86M 0.01%
156,513
-1,586
741
$1.85M 0.01%
13,456
-402
742
$1.85M 0.01%
33,528
-2,463
743
$1.84M 0.01%
114,022
+101,055
744
$1.82M 0.01%
13,255
-528
745
$1.8M ﹤0.01%
10,485
-1,477
746
$1.78M ﹤0.01%
29,184
-47
747
$1.78M ﹤0.01%
58,620
-12,307
748
$1.78M ﹤0.01%
37,994
-1,695
749
$1.78M ﹤0.01%
15,484
+1,334
750
$1.78M ﹤0.01%
16,762
+5,354
28 29
30
31 32