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
76
$45.9M 0.21%
2,877,315
-388,077
77
$45.6M 0.21%
472,568
-93,792
78
$44.7M 0.2%
342,755
+6,233
79
$43.9M 0.2%
208,187
+30,376
80
$43.7M 0.2%
217,176
+9,144
81
$43.5M 0.2%
1,923,567
-135,177
82
$42.3M 0.19%
179,631
-15,670
83
$42.3M 0.19%
845,875
+370,107
84
$41.3M 0.19%
1,012,762
+7,796
85
$41.3M 0.19%
574,614
+157,003
86
$40.8M 0.19%
250,041
+11,731
87
$40.7M 0.18%
223,078
+4,507
88
$40.1M 0.18%
2,082,642
+484,670
89
$39.6M 0.18%
196,618
+3,022
90
$39M 0.18%
136,698
+113,261
91
$38.9M 0.18%
352,383
-60,003
92
$38.9M 0.18%
480,169
+428,745
93
$38.7M 0.18%
171,574
+1,655
94
$37.1M 0.17%
316,379
+81,572
95
$37M 0.17%
301,327
+13,887
96
$35.9M 0.16%
1,099,389
+28,798
97
$35.6M 0.16%
358,973
-8,633
98
$35.2M 0.16%
940,396
-67,885
99
$34.5M 0.16%
281,263
+2,251
100
$34M 0.15%
105,920
-37,400
2 3
4
5 6