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
1226
$576K ﹤0.01%
14,835
+2,768
1227
$576K ﹤0.01%
7,412
+334
1228
$575K ﹤0.01%
2,325
+162
1229
$575K ﹤0.01%
18,008
-8,042
1230
$575K ﹤0.01%
24,780
-4,655
1231
$574K ﹤0.01%
11,719
+6,116
1232
$574K ﹤0.01%
10,648
+5,324
1233
$572K ﹤0.01%
37,039
+35
1234
$570K ﹤0.01%
18,457
-2,854
1235
$570K ﹤0.01%
12,606
+7,643
1236
$569K ﹤0.01%
46,980
+7,832
1237
$568K ﹤0.01%
+32,116
1238
$568K ﹤0.01%
3,599
+270
1239
$567K ﹤0.01%
9,785
+2,873
1240
$565K ﹤0.01%
8,236
-1,909
1241
$563K ﹤0.01%
13,079
-1,362
1242
$562K ﹤0.01%
6,935
-226
1243
$562K ﹤0.01%
3,773
+462
1244
$561K ﹤0.01%
10,190
+711
1245
$561K ﹤0.01%
11,667
-2,736
1246
$560K ﹤0.01%
36,410
-78
1247
$560K ﹤0.01%
6,044
-270
1248
$560K ﹤0.01%
22,006
+10,577
1249
$558K ﹤0.01%
8,181
+2,473
1250
$556K ﹤0.01%
12,876
+3,018
48 49
50
51 52