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
1126
$572K ﹤0.01%
16,604
-22,686
1127
$571K ﹤0.01%
8,750
-1,540
1128
$570K ﹤0.01%
20,009
+2,392
1129
$567K ﹤0.01%
12,149
-5,795
1130
$567K ﹤0.01%
23,645
-3,361
1131
$566K ﹤0.01%
14,204
+8,561
1132
$565K ﹤0.01%
137,468
-1,628
1133
$564K ﹤0.01%
5,905
-2,943
1134
$564K ﹤0.01%
18,205
1135
$563K ﹤0.01%
3,343
+195
1136
$562K ﹤0.01%
2,499
+59
1137
$562K ﹤0.01%
21,105
+2,339
1138
$561K ﹤0.01%
8,731
-687
1139
$557K ﹤0.01%
7,341
-179
1140
$556K ﹤0.01%
20,850
-410
1141
$555K ﹤0.01%
12,701
-571
1142
$555K ﹤0.01%
8,888
+986
1143
$554K ﹤0.01%
14,031
-4
1144
$552K ﹤0.01%
4,934
-188
1145
$552K ﹤0.01%
4,162
-278
1146
$551K ﹤0.01%
6,512
-170
1147
$545K ﹤0.01%
25,014
+5,448
1148
$544K ﹤0.01%
7,155
-1,147
1149
$544K ﹤0.01%
10,126
-580
1150
$542K ﹤0.01%
20,318
-55,135
44 45
46
47 48