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
1351
$376K ﹤0.01%
7,262
+1,756
1352
$376K ﹤0.01%
320
+79
1353
$375K ﹤0.01%
+11,727
1354
$374K ﹤0.01%
13,949
+1,802
1355
$373K ﹤0.01%
33,870
+1,774
1356
$373K ﹤0.01%
5,045
+1,350
1357
$373K ﹤0.01%
+9,587
1358
$373K ﹤0.01%
18,721
-1,155
1359
$372K ﹤0.01%
+7,466
1360
$372K ﹤0.01%
7,074
-3,048
1361
$372K ﹤0.01%
4,183
-1
1362
$371K ﹤0.01%
3,383
-44
1363
$370K ﹤0.01%
27,251
-824
1364
$370K ﹤0.01%
9,627
-888
1365
$370K ﹤0.01%
9,660
-132
1366
$369K ﹤0.01%
6,088
1367
$369K ﹤0.01%
6,045
-268
1368
$368K ﹤0.01%
7,269
+2,716
1369
$367K ﹤0.01%
8,447
+2,290
1370
$367K ﹤0.01%
+13,935
1371
$366K ﹤0.01%
3,571
+354
1372
$365K ﹤0.01%
34,971
+8,109
1373
$365K ﹤0.01%
+121,121
1374
$364K ﹤0.01%
12,476
-6,970
1375
$364K ﹤0.01%
11,092
-392
53 54
55
56 57