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
926
$948K ﹤0.01%
16,038
-6,390
927
$948K ﹤0.01%
17,982
+11,310
928
$941K ﹤0.01%
6,465
+668
929
$936K ﹤0.01%
11,631
+268
930
$933K ﹤0.01%
18,639
-3,566
931
$930K ﹤0.01%
18,435
+1,917
932
$927K ﹤0.01%
112,830
-8,875
933
$925K ﹤0.01%
90,579
+67,501
934
$924K ﹤0.01%
21,379
-869
935
$924K ﹤0.01%
1,629
-9
936
$924K ﹤0.01%
39,729
+3,865
937
$923K ﹤0.01%
48,825
+6,576
938
$922K ﹤0.01%
42,354
+1,620
939
$920K ﹤0.01%
30,445
-4,005
940
$919K ﹤0.01%
+68,257
941
$917K ﹤0.01%
8,049
-1,513
942
$915K ﹤0.01%
17,688
-13,957
943
$914K ﹤0.01%
6,057
+326
944
$914K ﹤0.01%
35,034
945
$909K ﹤0.01%
97,596
+5,632
946
$909K ﹤0.01%
19,140
-752
947
$909K ﹤0.01%
14,897
-2,423
948
$906K ﹤0.01%
4,931
-46
949
$895K ﹤0.01%
4,681
+669
950
$890K ﹤0.01%
11,449
+1,837
36 37
38
39 40