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
76
$68.3M 0.19%
894,142
-10,298
77
$62.6M 0.17%
1,482,721
+117,610
78
$62.3M 0.17%
314,477
+39,664
79
$61.4M 0.17%
2,217,240
+154,912
80
$61.1M 0.17%
312,741
+116,005
81
$60.2M 0.16%
289,992
+31,254
82
$60.1M 0.16%
850,350
-12,120
83
$59.7M 0.16%
280,939
-6,202
84
$58.2M 0.16%
915,035
+358,547
85
$58M 0.16%
2,411,484
-358,194
86
$57.7M 0.16%
556,146
-9,369
87
$56.9M 0.16%
486,025
+169,211
88
$55.1M 0.15%
2,350,553
-40,815
89
$55.1M 0.15%
816,910
+48,310
90
$53.6M 0.15%
173,808
-6,360
91
$53.5M 0.15%
507,777
+110,416
92
$53M 0.14%
347,080
-14,068
93
$52.1M 0.14%
1,028,619
-342,937
94
$51.6M 0.14%
1,942,178
-233,102
95
$50.9M 0.14%
425,724
-26,815
96
$50.8M 0.14%
149,316
+38
97
$50M 0.14%
88,781
+29
98
$49.6M 0.14%
418,013
+5,827
99
$47.9M 0.13%
449,590
-42,940
100
$47.6M 0.13%
127,276
+277
2 3
4
5 6