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
1201
$490K ﹤0.01%
8,721
-2,193
1202
$490K ﹤0.01%
6,087
+120
1203
$487K ﹤0.01%
+5,735
1204
$487K ﹤0.01%
3,328
-625
1205
$487K ﹤0.01%
39,088
-531
1206
$486K ﹤0.01%
2,330
-58
1207
$486K ﹤0.01%
40,204
+1,709
1208
$484K ﹤0.01%
12,359
+1,415
1209
$479K ﹤0.01%
13,763
1210
$479K ﹤0.01%
59,621
-6,442
1211
$479K ﹤0.01%
1,350
+22
1212
$478K ﹤0.01%
3,825
+896
1213
$478K ﹤0.01%
65,800
1214
$477K ﹤0.01%
7,158
+1,325
1215
$476K ﹤0.01%
8,723
+184
1216
$474K ﹤0.01%
15,178
+2,679
1217
$473K ﹤0.01%
40,175
-13,985
1218
$472K ﹤0.01%
7,368
+647
1219
$472K ﹤0.01%
52,594
-824
1220
$472K ﹤0.01%
11,641
-4,266
1221
$471K ﹤0.01%
57,877
-11,351
1222
$471K ﹤0.01%
2,203
-232
1223
$471K ﹤0.01%
3,666
-101
1224
$470K ﹤0.01%
7,117
-7,386
1225
$469K ﹤0.01%
8,873
-31,663
47 48
49
50 51