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
751
$1.55M 0.01%
31,613
+2,536
752
$1.53M 0.01%
10,549
+349
753
$1.53M 0.01%
40,216
+10,497
754
$1.53M 0.01%
17,841
-13,360
755
$1.52M 0.01%
21,113
-20
756
$1.52M 0.01%
15,614
-679
757
$1.52M 0.01%
19,323
-1,723
758
$1.51M 0.01%
31,649
-1,352
759
$1.51M 0.01%
28,352
-1,933
760
$1.5M 0.01%
35,108
-752
761
$1.5M 0.01%
9,066
-1,364
762
$1.5M 0.01%
8,003
-1,831
763
$1.49M 0.01%
10,441
-114
764
$1.49M 0.01%
10,389
+95
765
$1.48M 0.01%
17,792
+868
766
$1.48M 0.01%
1,125
-14
767
$1.48M 0.01%
20,947
-8
768
$1.47M 0.01%
47,457
+7,293
769
$1.47M 0.01%
70,681
+16,467
770
$1.47M 0.01%
41,931
-3,875
771
$1.47M 0.01%
19,414
-3,456
772
$1.46M 0.01%
59,377
+8,972
773
$1.46M 0.01%
29,037
+2,195
774
$1.45M 0.01%
26,879
-1,667
775
$1.45M 0.01%
19,652
+4,021
29 30
31
32 33