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
751
$1.77M ﹤0.01%
9,683
-80
752
$1.77M ﹤0.01%
27,234
-1,104
753
$1.76M ﹤0.01%
56,208
+6,921
754
$1.76M ﹤0.01%
13,219
+4,750
755
$1.75M ﹤0.01%
175,440
-24,153
756
$1.74M ﹤0.01%
16,440
-10
757
$1.74M ﹤0.01%
34,972
+1,802
758
$1.73M ﹤0.01%
7,167
+666
759
$1.73M ﹤0.01%
36,439
+3,523
760
$1.7M ﹤0.01%
3,668
-5
761
$1.68M ﹤0.01%
46,000
-30,744
762
$1.68M ﹤0.01%
48,441
+1,316
763
$1.68M ﹤0.01%
6,808
+2,315
764
$1.67M ﹤0.01%
4,999
-377
765
$1.65M ﹤0.01%
19,678
+4,960
766
$1.65M ﹤0.01%
101,288
+50,630
767
$1.65M ﹤0.01%
25,165
+9,910
768
$1.65M ﹤0.01%
66,524
-5,577
769
$1.65M ﹤0.01%
8,294
+955
770
$1.64M ﹤0.01%
107,070
-18,473
771
$1.64M ﹤0.01%
50,971
+7,911
772
$1.64M ﹤0.01%
34,229
-39,782
773
$1.63M ﹤0.01%
17,586
-910
774
$1.63M ﹤0.01%
94,866
-5,241
775
$1.62M ﹤0.01%
22,621
-2,393
29 30
31
32 33