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
801
$1.33M 0.01%
53,694
-168
802
$1.32M 0.01%
1,830
-610
803
$1.32M 0.01%
20,987
+13,511
804
$1.31M 0.01%
21,882
-4,330
805
$1.31M 0.01%
+27,694
806
$1.31M 0.01%
26,728
-851
807
$1.31M 0.01%
48,863
+6,629
808
$1.3M 0.01%
175,411
+1,329
809
$1.3M 0.01%
20,737
+2,849
810
$1.3M 0.01%
51,140
+1,023
811
$1.3M 0.01%
70,279
-12,845
812
$1.3M 0.01%
10,291
+3,440
813
$1.3M 0.01%
24,122
+3,498
814
$1.3M 0.01%
18,029
-217
815
$1.28M 0.01%
16,552
+1,480
816
$1.28M 0.01%
2,286
-198
817
$1.28M 0.01%
9,891
+567
818
$1.27M 0.01%
39,956
+29,786
819
$1.27M 0.01%
42,679
+6,569
820
$1.26M 0.01%
15,445
+60
821
$1.26M 0.01%
31,371
-53,726
822
$1.25M 0.01%
4,803
+1,160
823
$1.25M 0.01%
7,235
-137
824
$1.25M 0.01%
20,617
+205
825
$1.25M 0.01%
24,452
-222
31 32
33
34 35