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
1401
$348K ﹤0.01%
15,038
-20,712
1402
$348K ﹤0.01%
+8,142
1403
$348K ﹤0.01%
4,819
+1,231
1404
$348K ﹤0.01%
7,903
+2,024
1405
$347K ﹤0.01%
3,630
-312
1406
$347K ﹤0.01%
2,129
-636
1407
$346K ﹤0.01%
4,182
+319
1408
$346K ﹤0.01%
3,114
+155
1409
$345K ﹤0.01%
+1,267
1410
$344K ﹤0.01%
5,853
-247
1411
$343K ﹤0.01%
34,249
-2,882
1412
$342K ﹤0.01%
7,790
-1,677
1413
$342K ﹤0.01%
3,179
-133
1414
$341K ﹤0.01%
14,692
+464
1415
$340K ﹤0.01%
13,629
-1
1416
$340K ﹤0.01%
27,930
-2,377
1417
$338K ﹤0.01%
6,446
-58
1418
$338K ﹤0.01%
8,564
+445
1419
$337K ﹤0.01%
5,855
-193
1420
$336K ﹤0.01%
+8,847
1421
$336K ﹤0.01%
5,370
-58
1422
$336K ﹤0.01%
12,882
-3,478
1423
$335K ﹤0.01%
2,032
-586
1424
$335K ﹤0.01%
+6,300
1425
$334K ﹤0.01%
+18,013
55 56
57
58 59