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
1026
$725K ﹤0.01%
16,072
-77
1027
$722K ﹤0.01%
20,774
-6,343
1028
$720K ﹤0.01%
12,357
+4,129
1029
$719K ﹤0.01%
5,771
-513
1030
$719K ﹤0.01%
3,176
+58
1031
$719K ﹤0.01%
11,660
+2,458
1032
$717K ﹤0.01%
31,159
+9,780
1033
$716K ﹤0.01%
12,167
+111
1034
$714K ﹤0.01%
4,611
+655
1035
$714K ﹤0.01%
1,825
+2
1036
$712K ﹤0.01%
62,581
+6,850
1037
$712K ﹤0.01%
67,938
1038
$711K ﹤0.01%
12,921
-645
1039
$709K ﹤0.01%
+12,153
1040
$709K ﹤0.01%
9,711
+845
1041
$706K ﹤0.01%
66,260
+1,070
1042
$704K ﹤0.01%
31,708
+1,202
1043
$700K ﹤0.01%
21,538
-9,640
1044
$697K ﹤0.01%
12,020
-2,571
1045
$696K ﹤0.01%
28,633
-8,734
1046
$691K ﹤0.01%
7,209
+722
1047
$691K ﹤0.01%
6,929
-270
1048
$690K ﹤0.01%
7,805
-192
1049
$688K ﹤0.01%
10,712
+536
1050
$688K ﹤0.01%
16,574
+2,802
40 41
42
43 44