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
951
$887K ﹤0.01%
8,490
-64
952
$877K ﹤0.01%
16,391
-25,722
953
$876K ﹤0.01%
11,573
+2,761
954
$871K ﹤0.01%
18,673
+560
955
$870K ﹤0.01%
38,808
-5,555
956
$869K ﹤0.01%
3,967
-810
957
$866K ﹤0.01%
23,058
-6,351
958
$860K ﹤0.01%
35,326
-8,430
959
$859K ﹤0.01%
76,239
+784
960
$858K ﹤0.01%
5,886
-1,949
961
$855K ﹤0.01%
76,330
+5,936
962
$855K ﹤0.01%
41,259
+99
963
$853K ﹤0.01%
30,084
-19,406
964
$851K ﹤0.01%
30,820
-110
965
$846K ﹤0.01%
52,340
+9,178
966
$845K ﹤0.01%
2,035
+36
967
$844K ﹤0.01%
28,648
-6,054
968
$844K ﹤0.01%
33,329
+771
969
$842K ﹤0.01%
14,770
-2,452
970
$842K ﹤0.01%
23,865
+18,155
971
$838K ﹤0.01%
11,376
+2,286
972
$838K ﹤0.01%
28,672
+6,018
973
$838K ﹤0.01%
24,121
+48
974
$833K ﹤0.01%
3,228
-168
975
$831K ﹤0.01%
18,588
-44
37 38
39
40 41