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
1276
$425K ﹤0.01%
25,134
-2,151
1277
$424K ﹤0.01%
4,479
-5,202
1278
$423K ﹤0.01%
8,734
+2,139
1279
$423K ﹤0.01%
16,895
-1,706
1280
$423K ﹤0.01%
987
+109
1281
$422K ﹤0.01%
149,476
+4,095
1282
$420K ﹤0.01%
16,416
-3,154
1283
$420K ﹤0.01%
9,910
-257
1284
$419K ﹤0.01%
11,441
-20
1285
$418K ﹤0.01%
15,609
+3,102
1286
$417K ﹤0.01%
15,288
-4,879
1287
$415K ﹤0.01%
6,111
+2,805
1288
$415K ﹤0.01%
30,937
+1,415
1289
$415K ﹤0.01%
30,554
+502
1290
$414K ﹤0.01%
40,000
1291
$413K ﹤0.01%
3,689
-2,139
1292
$412K ﹤0.01%
52,704
-13,611
1293
$412K ﹤0.01%
4,622
-563
1294
$411K ﹤0.01%
26,436
-1,777
1295
$410K ﹤0.01%
+18,879
1296
$410K ﹤0.01%
4,392
-512
1297
$410K ﹤0.01%
11,725
-564
1298
$409K ﹤0.01%
8,357
1299
$408K ﹤0.01%
1,885
+117
1300
$408K ﹤0.01%
7,969
+803
50 51
52
53 54