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
101
$47.4M 0.13%
1,069,077
-23,867
102
$45.8M 0.13%
249,347
+230,077
103
$45.1M 0.12%
168,435
+1,836
104
$44.5M 0.12%
2,087,259
+43,952
105
$44.4M 0.12%
53,813
-484
106
$43.7M 0.12%
2,003,310
+132,394
107
$43.2M 0.12%
133,013
+33,505
108
$42.8M 0.12%
993,311
+57,611
109
$42.4M 0.12%
459,110
+6,408
110
$42.4M 0.12%
209,048
+2,255
111
$41.9M 0.11%
351,094
-6,211
112
$41.7M 0.11%
1,768,700
+93,383
113
$41.1M 0.11%
784,914
-371
114
$39.7M 0.11%
136,831
+600
115
$39.2M 0.11%
310,435
+582
116
$38.9M 0.11%
1,501,032
-25,755
117
$38.7M 0.11%
279,242
+4,167
118
$38.2M 0.1%
170,106
+1,328
119
$38.2M 0.1%
65,412
+9,263
120
$38M 0.1%
410,536
-69,561
121
$38M 0.1%
522,821
-50,238
122
$37.3M 0.1%
1,027,394
-25,399
123
$37.3M 0.1%
867,603
+111,944
124
$35.6M 0.1%
239,019
+10,650
125
$35.3M 0.1%
490,591
-65,200
3 4
5
6 7