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
976
$822K ﹤0.01%
6,735
+1,811
977
$821K ﹤0.01%
26,406
-1,228
978
$821K ﹤0.01%
8,655
-201
979
$815K ﹤0.01%
9,249
-834
980
$815K ﹤0.01%
14,048
+441
981
$814K ﹤0.01%
27,620
-2,742
982
$812K ﹤0.01%
28,127
+1,085
983
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13,948
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984
$809K ﹤0.01%
15,503
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$808K ﹤0.01%
348,181
-227,436
986
$805K ﹤0.01%
10,334
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987
$801K ﹤0.01%
9,498
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988
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12,022
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6,523
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6,650
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31,699
-14,323
992
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9,484
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$782K ﹤0.01%
20,108
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994
$780K ﹤0.01%
14,227
-6,150
995
$778K ﹤0.01%
8,727
-89
996
$778K ﹤0.01%
35,183
-7,593
997
$776K ﹤0.01%
24,433
-1,544
998
$775K ﹤0.01%
40,994
-10,481
999
$773K ﹤0.01%
8,709
-357
1000
$772K ﹤0.01%
9,580
+1,285
38 39
40
41 42