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
1201
$607K ﹤0.01%
18,389
+1,747
1202
$606K ﹤0.01%
4,903
+825
1203
$606K ﹤0.01%
29,002
+3,408
1204
$605K ﹤0.01%
6,910
-828
1205
$605K ﹤0.01%
5,559
-29
1206
$603K ﹤0.01%
8,418
-1,423
1207
$603K ﹤0.01%
5,822
+594
1208
$602K ﹤0.01%
5,771
-1,536
1209
$602K ﹤0.01%
10,575
+12
1210
$601K ﹤0.01%
23,432
+7,808
1211
$600K ﹤0.01%
49,762
+1,485
1212
$600K ﹤0.01%
+72,363
1213
$597K ﹤0.01%
12,127
-2
1214
$597K ﹤0.01%
16,163
+494
1215
$597K ﹤0.01%
41,983
-3,044
1216
$589K ﹤0.01%
32,885
+1,900
1217
$589K ﹤0.01%
26,412
+1,856
1218
$588K ﹤0.01%
8,507
+739
1219
$587K ﹤0.01%
8,887
-524
1220
$586K ﹤0.01%
19,142
+10,273
1221
$584K ﹤0.01%
2,773
-395
1222
$583K ﹤0.01%
10,787
+447
1223
$582K ﹤0.01%
48,084
-5,473
1224
$579K ﹤0.01%
12,571
+197
1225
$577K ﹤0.01%
9,002
-298
47 48
49
50 51