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
1326
$388K ﹤0.01%
14,020
+6,396
1327
$388K ﹤0.01%
1,693
+488
1328
$387K ﹤0.01%
649
1329
$387K ﹤0.01%
1,572
+424
1330
$385K ﹤0.01%
5,948
-870
1331
$384K ﹤0.01%
12,809
-11,814
1332
$384K ﹤0.01%
2,956
+167
1333
$384K ﹤0.01%
1,904
+230
1334
$384K ﹤0.01%
+4,179
1335
$382K ﹤0.01%
141,568
+41,362
1336
$382K ﹤0.01%
22,810
+1,901
1337
$381K ﹤0.01%
18,250
+539
1338
$381K ﹤0.01%
9,920
-3,134
1339
$381K ﹤0.01%
6,493
+1,003
1340
$381K ﹤0.01%
22,225
-3,583
1341
$380K ﹤0.01%
4,324
+873
1342
$379K ﹤0.01%
3,647
-182
1343
$379K ﹤0.01%
12,664
-185
1344
$378K ﹤0.01%
6,583
+1,972
1345
$378K ﹤0.01%
9,385
+346
1346
$378K ﹤0.01%
7,846
-480
1347
$377K ﹤0.01%
+6,960
1348
$377K ﹤0.01%
7,420
+231
1349
$377K ﹤0.01%
10,416
+263
1350
$376K ﹤0.01%
+8,424
52 53
54
55 56