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
1051
$833K ﹤0.01%
4,031
+1,721
1052
$832K ﹤0.01%
10,845
-527
1053
$832K ﹤0.01%
11,822
+21
1054
$831K ﹤0.01%
+321,000
1055
$831K ﹤0.01%
14,891
+4,672
1056
$828K ﹤0.01%
15,618
-68,685
1057
$827K ﹤0.01%
2,511
-23
1058
$826K ﹤0.01%
72,104
-2,133
1059
$826K ﹤0.01%
25,623
-712
1060
$825K ﹤0.01%
28,649
+3,126
1061
$821K ﹤0.01%
12,521
+1,128
1062
$819K ﹤0.01%
74,397
+17
1063
$818K ﹤0.01%
4,145
+2,569
1064
$815K ﹤0.01%
6,384
+873
1065
$814K ﹤0.01%
8,597
+622
1066
$813K ﹤0.01%
36,357
+380
1067
$811K ﹤0.01%
30,456
+1,589
1068
$805K ﹤0.01%
5,968
+13
1069
$805K ﹤0.01%
55,344
+465
1070
$803K ﹤0.01%
7,099
-567
1071
$802K ﹤0.01%
36,920
+22,474
1072
$802K ﹤0.01%
12,484
+2,165
1073
$801K ﹤0.01%
28,189
-4,326
1074
$801K ﹤0.01%
36,304
+23,780
1075
$796K ﹤0.01%
46,945
+953
41 42
43
44 45