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
901
$1.01M ﹤0.01%
4,376
+290
902
$1.01M ﹤0.01%
90,819
+479
903
$1M ﹤0.01%
8,923
+708
904
$1M ﹤0.01%
31,780
-12,100
905
$996K ﹤0.01%
170,334
+31,023
906
$996K ﹤0.01%
9,858
-5,389
907
$994K ﹤0.01%
26,590
+14,854
908
$993K ﹤0.01%
14,177
-3,016
909
$993K ﹤0.01%
+34,898
910
$987K ﹤0.01%
5,400
-184
911
$986K ﹤0.01%
27,335
-931
912
$983K ﹤0.01%
1,399
+226
913
$979K ﹤0.01%
45,190
+3,326
914
$979K ﹤0.01%
3,079
-159
915
$974K ﹤0.01%
2,811
+641
916
$969K ﹤0.01%
11,949
-13,797
917
$967K ﹤0.01%
28,679
-2,304
918
$967K ﹤0.01%
13,099
+5,263
919
$966K ﹤0.01%
6,810
+137
920
$965K ﹤0.01%
10,187
-371
921
$964K ﹤0.01%
19,204
+1,510
922
$964K ﹤0.01%
8,600
-7,445
923
$961K ﹤0.01%
29,614
-1,382
924
$953K ﹤0.01%
25,350
-4,256
925
$951K ﹤0.01%
14,253
-789
35 36
37
38 39