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
1026
$878K ﹤0.01%
1,746
+33
1027
$875K ﹤0.01%
39,424
-116
1028
$872K ﹤0.01%
17,012
+520
1029
$870K ﹤0.01%
9,392
-13,964
1030
$870K ﹤0.01%
9,561
-1,026
1031
$867K ﹤0.01%
+8,374
1032
$865K ﹤0.01%
23,446
+6,736
1033
$856K ﹤0.01%
37,675
+611
1034
$854K ﹤0.01%
20,905
1035
$852K ﹤0.01%
1,650
+256
1036
$852K ﹤0.01%
15,056
-36
1037
$851K ﹤0.01%
13,831
+6,642
1038
$851K ﹤0.01%
10,116
+284
1039
$850K ﹤0.01%
50,374
+1,342
1040
$850K ﹤0.01%
11,965
-923
1041
$849K ﹤0.01%
6,341
-5
1042
$849K ﹤0.01%
47,359
+7,508
1043
$846K ﹤0.01%
100,864
1044
$845K ﹤0.01%
8,231
-1,823
1045
$840K ﹤0.01%
17,826
+3,585
1046
$839K ﹤0.01%
9,007
+2,950
1047
$838K ﹤0.01%
1,545
+70
1048
$835K ﹤0.01%
7,823
-1,151
1049
$834K ﹤0.01%
5,478
+659
1050
$834K ﹤0.01%
16,806
-318
40 41
42
43 44