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
976
$959K ﹤0.01%
18,095
+1,177
977
$957K ﹤0.01%
38,633
+30,106
978
$957K ﹤0.01%
28,394
+562
979
$950K ﹤0.01%
8,709
-1,788
980
$949K ﹤0.01%
22,363
-4,185
981
$945K ﹤0.01%
9,832
+527
982
$943K ﹤0.01%
15,272
-1,594
983
$940K ﹤0.01%
12,580
+1,953
984
$939K ﹤0.01%
6,197
+1,877
985
$939K ﹤0.01%
23,565
+13,867
986
$939K ﹤0.01%
11,804
+60
987
$939K ﹤0.01%
+18,541
988
$938K ﹤0.01%
36,461
989
$934K ﹤0.01%
13,128
-3,570
990
$933K ﹤0.01%
11,352
+1,355
991
$932K ﹤0.01%
150,000
992
$929K ﹤0.01%
21,524
993
$929K ﹤0.01%
16,611
+3,026
994
$926K ﹤0.01%
62,082
-280
995
$926K ﹤0.01%
23,555
-1,662
996
$925K ﹤0.01%
28,667
-2,948
997
$923K ﹤0.01%
15,922
-4,123
998
$922K ﹤0.01%
2,600
+435
999
$919K ﹤0.01%
12,288
-958
1000
$917K ﹤0.01%
18,790
-318
38 39
40
41 42