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
1126
$709K ﹤0.01%
7,079
+749
1127
$708K ﹤0.01%
19,157
+2,573
1128
$702K ﹤0.01%
9,775
+1,399
1129
$696K ﹤0.01%
3,267
+1,857
1130
$690K ﹤0.01%
2,819
+159
1131
$690K ﹤0.01%
12,916
-147
1132
$689K ﹤0.01%
12,185
+1,028
1133
$689K ﹤0.01%
6,101
+3,218
1134
$688K ﹤0.01%
13,667
+32
1135
$685K ﹤0.01%
6,320
+360
1136
$683K ﹤0.01%
8,791
+8,230
1137
$682K ﹤0.01%
20,528
-1,000
1138
$682K ﹤0.01%
8,304
+694
1139
$681K ﹤0.01%
8,447
+361
1140
$679K ﹤0.01%
19,095
-933
1141
$678K ﹤0.01%
23,595
+8,550
1142
$677K ﹤0.01%
2,167
-429
1143
$676K ﹤0.01%
33,340
-2,179
1144
$676K ﹤0.01%
+19,046
1145
$675K ﹤0.01%
40,658
+532
1146
$675K ﹤0.01%
59,750
+10,519
1147
$674K ﹤0.01%
17,548
+1,934
1148
$674K ﹤0.01%
2,927
-6,772
1149
$674K ﹤0.01%
31,086
+546
1150
$674K ﹤0.01%
9,257
+1,073
44 45
46
47 48