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
1101
$759K ﹤0.01%
26,993
-742
1102
$757K ﹤0.01%
16,827
+193
1103
$754K ﹤0.01%
3,468
-665
1104
$754K ﹤0.01%
20,336
-3,207
1105
$752K ﹤0.01%
1,275
+6
1106
$752K ﹤0.01%
8,017
-407
1107
$750K ﹤0.01%
405
-20
1108
$750K ﹤0.01%
32,994
-2,342
1109
$749K ﹤0.01%
10,084
+341
1110
$749K ﹤0.01%
21,139
-224
1111
$747K ﹤0.01%
14,851
-2,360
1112
$746K ﹤0.01%
+16,069
1113
$746K ﹤0.01%
48,448
+1,168
1114
$742K ﹤0.01%
7,265
-2,155
1115
$735K ﹤0.01%
7,676
-490
1116
$733K ﹤0.01%
4,258
+1,589
1117
$732K ﹤0.01%
21,264
-2,376
1118
$731K ﹤0.01%
5,328
+336
1119
$730K ﹤0.01%
+13,807
1120
$730K ﹤0.01%
3,698
+366
1121
$729K ﹤0.01%
25,283
-1,138
1122
$723K ﹤0.01%
22,789
-2,522
1123
$721K ﹤0.01%
17,852
+299
1124
$713K ﹤0.01%
23,364
-4,195
1125
$711K ﹤0.01%
1,975
-85
43 44
45
46 47