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
1251
$556K ﹤0.01%
6,182
-3,739
1252
$556K ﹤0.01%
9,277
+5,947
1253
$555K ﹤0.01%
15,459
-1,429
1254
$554K ﹤0.01%
3,166
+235
1255
$554K ﹤0.01%
13,435
+774
1256
$553K ﹤0.01%
22,665
+8,374
1257
$552K ﹤0.01%
2,301
+535
1258
$552K ﹤0.01%
24,848
+2,716
1259
$552K ﹤0.01%
6,637
+1,735
1260
$551K ﹤0.01%
45,688
-3,112
1261
$551K ﹤0.01%
5,081
1262
$550K ﹤0.01%
7,547
-707
1263
$545K ﹤0.01%
124,411
+1,367
1264
$544K ﹤0.01%
6,080
+772
1265
$543K ﹤0.01%
14,608
+598
1266
$539K ﹤0.01%
54,259
+9,328
1267
$539K ﹤0.01%
8,326
+395
1268
$538K ﹤0.01%
14,266
+4,142
1269
$537K ﹤0.01%
5,033
-153
1270
$537K ﹤0.01%
14,165
-2,348
1271
$536K ﹤0.01%
11,803
-1,051
1272
$536K ﹤0.01%
6,301
-65
1273
$535K ﹤0.01%
13,713
+747
1274
$534K ﹤0.01%
11,970
-2,312
1275
$534K ﹤0.01%
6,990
-129
49 50
51
52 53