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
1351
$457K ﹤0.01%
+3,549
1352
$456K ﹤0.01%
19,050
-1,565
1353
$455K ﹤0.01%
7,246
+408
1354
$454K ﹤0.01%
17,117
+1,210
1355
$453K ﹤0.01%
16,372
-866
1356
$452K ﹤0.01%
20,269
-977
1357
$449K ﹤0.01%
+200
1358
$447K ﹤0.01%
+43,062
1359
$447K ﹤0.01%
7,811
-4,907
1360
$447K ﹤0.01%
3,414
+201
1361
$446K ﹤0.01%
5,553
+872
1362
$445K ﹤0.01%
8,862
+237
1363
$445K ﹤0.01%
8,867
-193
1364
$445K ﹤0.01%
5,439
+452
1365
$444K ﹤0.01%
4,647
+1,211
1366
$441K ﹤0.01%
6,243
-969
1367
$440K ﹤0.01%
5,347
+31
1368
$440K ﹤0.01%
13,051
-1,004
1369
$440K ﹤0.01%
6,006
-10
1370
$440K ﹤0.01%
25,000
1371
$439K ﹤0.01%
3,646
+279
1372
$439K ﹤0.01%
62,853
+120
1373
$438K ﹤0.01%
12,528
1374
$436K ﹤0.01%
19,421
+587
1375
$435K ﹤0.01%
5,268
+1,237
53 54
55
56 57