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
951
$1.04M ﹤0.01%
33,848
-947
952
$1.03M ﹤0.01%
33,236
+3,161
953
$1.03M ﹤0.01%
11,128
+3,214
954
$1.03M ﹤0.01%
3,331
-36
955
$1.02M ﹤0.01%
25,795
-7,678
956
$1.01M ﹤0.01%
16,525
+332
957
$1.01M ﹤0.01%
12,730
+1,552
958
$1.01M ﹤0.01%
11,244
-1,310
959
$1.01M ﹤0.01%
12,168
-104
960
$1.01M ﹤0.01%
5,853
+1,824
961
$1M ﹤0.01%
28,106
+14,785
962
$1M ﹤0.01%
11,254
+392
963
$1,000K ﹤0.01%
37,485
+2,536
964
$994K ﹤0.01%
9,106
-84
965
$991K ﹤0.01%
33,523
+4,882
966
$990K ﹤0.01%
27,742
+537
967
$988K ﹤0.01%
6,578
-322
968
$987K ﹤0.01%
13,744
-458
969
$980K ﹤0.01%
202,503
+189,779
970
$974K ﹤0.01%
175,778
+256
971
$970K ﹤0.01%
67,557
-4,558
972
$969K ﹤0.01%
2,294
+47
973
$965K ﹤0.01%
4,424
+408
974
$965K ﹤0.01%
62,098
+1,937
975
$963K ﹤0.01%
3,970
-424
37 38
39
40 41