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
851
$1.16M 0.01%
7,918
+1,040
852
$1.16M 0.01%
6,808
+528
853
$1.16M 0.01%
260,156
+87,690
854
$1.15M 0.01%
34,164
855
$1.14M 0.01%
12,878
+432
856
$1.14M 0.01%
9,876
-812
857
$1.14M 0.01%
115,566
-13,927
858
$1.14M 0.01%
18,679
+1,168
859
$1.14M 0.01%
13,508
-1,889
860
$1.13M 0.01%
17,882
+256
861
$1.13M 0.01%
57,275
-9,845
862
$1.13M 0.01%
8,417
+5,260
863
$1.13M 0.01%
6,075
-1,131
864
$1.12M 0.01%
14,341
-2,532
865
$1.12M 0.01%
3,440
-156
866
$1.12M 0.01%
11,170
-610
867
$1.12M 0.01%
11,175
+40
868
$1.12M 0.01%
13,869
-1,014
869
$1.1M 0.01%
137,606
-24,669
870
$1.1M 0.01%
5,406
+387
871
$1.1M 0.01%
56,593
+120
872
$1.1M 0.01%
44,918
+4,022
873
$1.09M ﹤0.01%
7,676
+2,331
874
$1.08M ﹤0.01%
31,655
-2,366
875
$1.08M ﹤0.01%
11,677
-2,040
33 34
35
36 37