Mercer Global Advisors Portfolio holdings
AUM
$44.5B
1-Year Return
12.22%
This Quarter Return
+8.48%
1 Year Return
+12.22%
3 Year Return
+48.64%
5 Year Return
+80.05%
10 Year Return
–
AUM
$35.2B
AUM Growth
+$1.94B
(+5.8%)
Cap. Flow
-$393M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
35.61%
Holding
2,186
New
178
Increased
891
Reduced
825
Closed
245
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$252M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
+$231M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$224M |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$221M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$208M |
Top Sells
| 1 |
Apple
AAPL
|
+$819M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$432M |
| 3 |
Avantis US Small Cap Equity ETF
AVSC
|
+$343M |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$342M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$259M |
Sector Composition
| 1 | Technology | 7.12% |
| 2 | Healthcare | 4.31% |
| 3 | Financials | 3.41% |
| 4 | Industrials | 2.78% |
| 5 | Consumer Discretionary | 2.28% |
