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
826
$1.24M 0.01%
2,486
-1,709
827
$1.24M 0.01%
63,623
-28,383
828
$1.24M 0.01%
27,398
+178
829
$1.24M 0.01%
+12,479
830
$1.24M 0.01%
4,891
-2,227
831
$1.23M 0.01%
22,617
-4,651
832
$1.23M 0.01%
903,165
833
$1.23M 0.01%
111,166
-22,489
834
$1.22M 0.01%
11,603
+1,052
835
$1.21M 0.01%
17,678
+365
836
$1.21M 0.01%
21,444
-13,014
837
$1.21M 0.01%
37,773
-1,157
838
$1.2M 0.01%
47,950
839
$1.19M 0.01%
7,915
-87,568
840
$1.19M 0.01%
24,562
-44,066
841
$1.19M 0.01%
32,658
-4,058
842
$1.19M 0.01%
23,494
-52,401
843
$1.18M 0.01%
10,323
-42,557
844
$1.18M 0.01%
27,922
-2,148
845
$1.18M 0.01%
33,694
+2,349
846
$1.18M 0.01%
19,709
+14,603
847
$1.17M 0.01%
71,532
+7,851
848
$1.17M 0.01%
9,172
-438
849
$1.17M 0.01%
13,072
+1,680
850
$1.16M 0.01%
10,297
+96
32 33
34
35 36