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
1151
$540K ﹤0.01%
8,903
-299
1152
$537K ﹤0.01%
45,227
+7,241
1153
$536K ﹤0.01%
9,063
+960
1154
$536K ﹤0.01%
2,693
-151
1155
$536K ﹤0.01%
58,934
+17,944
1156
$534K ﹤0.01%
7,810
+679
1157
$534K ﹤0.01%
7,327
-644
1158
$534K ﹤0.01%
11,280
-5,681
1159
$532K ﹤0.01%
6,284
-336
1160
$530K ﹤0.01%
4,359
+645
1161
$530K ﹤0.01%
6,950
-4
1162
$529K ﹤0.01%
41,908
-3,658
1163
$528K ﹤0.01%
9,979
-16,950
1164
$527K ﹤0.01%
8,569
-1,758
1165
$527K ﹤0.01%
90,043
-3,003
1166
$526K ﹤0.01%
42,749
+1,543
1167
$525K ﹤0.01%
4,749
+1,169
1168
$525K ﹤0.01%
2,592
-164
1169
$524K ﹤0.01%
16,173
+1,072
1170
$519K ﹤0.01%
63,725
+4,474
1171
$519K ﹤0.01%
35,797
-6,508
1172
$517K ﹤0.01%
33,432
-3,556
1173
$516K ﹤0.01%
5,813
-35,756
1174
$513K ﹤0.01%
4,225
-13
1175
$513K ﹤0.01%
14,874
+13
45 46
47
48 49