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
776
$1.45M 0.01%
28,232
+11,644
777
$1.43M 0.01%
540
778
$1.43M 0.01%
3,930
+483
779
$1.42M 0.01%
43,740
+9,678
780
$1.42M 0.01%
20,929
+214
781
$1.42M 0.01%
18,322
+2,265
782
$1.41M 0.01%
90,031
-1,200
783
$1.41M 0.01%
+17,190
784
$1.41M 0.01%
45,864
-1,634
785
$1.41M 0.01%
98,892
-80,212
786
$1.4M 0.01%
51,901
-7,304
787
$1.4M 0.01%
36,735
-126,776
788
$1.39M 0.01%
36,805
-3,963
789
$1.39M 0.01%
14,102
-1,074
790
$1.38M 0.01%
27,642
-1,765
791
$1.38M 0.01%
16,572
-725
792
$1.38M 0.01%
9,607
-693
793
$1.37M 0.01%
66,079
-8,473
794
$1.37M 0.01%
47,119
-3,109
795
$1.37M 0.01%
22,247
+3,394
796
$1.36M 0.01%
2,935
-72
797
$1.36M 0.01%
31,416
+20,063
798
$1.34M 0.01%
38,394
-1,419
799
$1.34M 0.01%
167,085
+25,984
800
$1.33M 0.01%
21,169
+1,114
30 31
32
33 34