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
1151
$673K ﹤0.01%
25,636
+4,020
1152
$673K ﹤0.01%
9,527
+342
1153
$673K ﹤0.01%
+784
1154
$672K ﹤0.01%
4,802
-112
1155
$672K ﹤0.01%
6,148
+300
1156
$671K ﹤0.01%
+40,703
1157
$670K ﹤0.01%
8,146
+1,922
1158
$667K ﹤0.01%
8,210
+362
1159
$666K ﹤0.01%
33,628
+169
1160
$664K ﹤0.01%
33,900
-39,802
1161
$661K ﹤0.01%
32,881
-1,462
1162
$651K ﹤0.01%
25,924
-3,339
1163
$651K ﹤0.01%
2,077
+98
1164
$650K ﹤0.01%
9,680
+705
1165
$649K ﹤0.01%
3,880
+525
1166
$648K ﹤0.01%
13,247
+705
1167
$648K ﹤0.01%
7,548
-386
1168
$644K ﹤0.01%
1,372
-503
1169
$644K ﹤0.01%
37,929
+6,430
1170
$644K ﹤0.01%
170,261
+5,246
1171
$640K ﹤0.01%
+118,544
1172
$639K ﹤0.01%
2,000
+431
1173
$636K ﹤0.01%
+19,361
1174
$636K ﹤0.01%
11,579
-1,160
1175
$635K ﹤0.01%
27,049
+2,370
45 46
47
48 49