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
1301
$408K ﹤0.01%
11,980
+4,405
1302
$407K ﹤0.01%
26,424
+1,857
1303
$406K ﹤0.01%
5,424
-126
1304
$406K ﹤0.01%
3,523
-129
1305
$406K ﹤0.01%
35,282
-609
1306
$405K ﹤0.01%
1,768
+50
1307
$404K ﹤0.01%
26,128
+13,074
1308
$403K ﹤0.01%
11,637
+46
1309
$402K ﹤0.01%
430
-11
1310
$399K ﹤0.01%
11,900
-3,038
1311
$398K ﹤0.01%
12,578
-14,073
1312
$396K ﹤0.01%
37,660
+9,986
1313
$395K ﹤0.01%
5,346
1314
$395K ﹤0.01%
15,728
1315
$394K ﹤0.01%
23,087
+755
1316
$394K ﹤0.01%
15,400
1317
$393K ﹤0.01%
16,929
-30,972
1318
$392K ﹤0.01%
7,068
-95
1319
$392K ﹤0.01%
1,700
-107
1320
$391K ﹤0.01%
3,702
+105
1321
$391K ﹤0.01%
16,245
+173
1322
$391K ﹤0.01%
5,081
1323
$390K ﹤0.01%
3,569
-523
1324
$390K ﹤0.01%
+6,793
1325
$389K ﹤0.01%
4,840
+3,412
51 52
53
54 55