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
1326
$474K ﹤0.01%
+8,038
1327
$473K ﹤0.01%
5,920
-664
1328
$471K ﹤0.01%
18,546
-2,536
1329
$471K ﹤0.01%
12,563
-20,475
1330
$471K ﹤0.01%
13,230
+1,668
1331
$471K ﹤0.01%
37,795
+704
1332
$471K ﹤0.01%
5,342
-79
1333
$469K ﹤0.01%
6,981
+785
1334
$469K ﹤0.01%
9,935
+2,912
1335
$467K ﹤0.01%
5,140
-279
1336
$467K ﹤0.01%
+2,217
1337
$467K ﹤0.01%
16,830
-1,224
1338
$467K ﹤0.01%
10,850
+5,425
1339
$467K ﹤0.01%
12,315
+70
1340
$467K ﹤0.01%
10,619
-718
1341
$464K ﹤0.01%
+100
1342
$463K ﹤0.01%
26,529
-1,609
1343
$463K ﹤0.01%
7,488
+136
1344
$462K ﹤0.01%
2,743
-448
1345
$461K ﹤0.01%
7,538
-3
1346
$460K ﹤0.01%
2,790
+26
1347
$460K ﹤0.01%
26,634
+2,463
1348
$459K ﹤0.01%
9,198
+1,841
1349
$458K ﹤0.01%
8,744
+1
1350
$457K ﹤0.01%
10,575
+466
52 53
54
55 56