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
$36.7B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,070
New
Increased
Reduced
Closed

Top Buys

1
+$450M
2
+$164M
3
+$142M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$137M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$130M

Top Sells

1
+$55.4M
2
+$54.8M
3
+$27.9M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$21.6M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$18.7M

Sector Composition

1 Technology 7.3%
2 Healthcare 4.34%
3 Financials 3.25%
4 Industrials 2.56%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1.12M ﹤0.01%
25,518
+321
927
$1.11M ﹤0.01%
23,046
-464
928
$1.11M ﹤0.01%
3,815
-59
929
$1.1M ﹤0.01%
26,368
+24
930
$1.09M ﹤0.01%
5,824
-270
931
$1.09M ﹤0.01%
28,794
-4,611
932
$1.09M ﹤0.01%
46,640
-355
933
$1.09M ﹤0.01%
29,218
-4,873
934
$1.09M ﹤0.01%
19,404
+8,416
935
$1.08M ﹤0.01%
28,988
-76
936
$1.08M ﹤0.01%
33,203
-7,801
937
$1.08M ﹤0.01%
12,319
+5,087
938
$1.08M ﹤0.01%
19,550
939
$1.07M ﹤0.01%
28,307
-1,976
940
$1.07M ﹤0.01%
19,224
+2,655
941
$1.06M ﹤0.01%
9,685
-28
942
$1.06M ﹤0.01%
22,976
+21,001
943
$1.06M ﹤0.01%
42,335
+2,088
944
$1.06M ﹤0.01%
10,758
+1,995
945
$1.06M ﹤0.01%
47,216
-9,509
946
$1.06M ﹤0.01%
1,437
+9
947
$1.05M ﹤0.01%
12,040
-787
948
$1.05M ﹤0.01%
3,658
-20
949
$1.05M ﹤0.01%
16,012
-3,053
950
$1.05M ﹤0.01%
9,755
-182
36 37
38
39 40