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
1401
$414K ﹤0.01%
30,276
-9,556
1402
$413K ﹤0.01%
395,666
+20,472
1403
$412K ﹤0.01%
5,734
-321
1404
$411K ﹤0.01%
5,993
1405
$411K ﹤0.01%
10,011
+137
1406
$411K ﹤0.01%
5,969
+374
1407
$411K ﹤0.01%
14,734
-2,035
1408
$409K ﹤0.01%
1,962
+73
1409
$409K ﹤0.01%
9,250
+1,107
1410
$409K ﹤0.01%
5,432
-954
1411
$409K ﹤0.01%
+913
1412
$408K ﹤0.01%
18,359
-4,569
1413
$406K ﹤0.01%
100,000
+29,800
1414
$406K ﹤0.01%
2,951
+1,522
1415
$406K ﹤0.01%
25,723
+2,143
1416
$405K ﹤0.01%
47,956
-5,375
1417
$405K ﹤0.01%
8,733
-5,677
1418
$405K ﹤0.01%
+3,450
1419
$404K ﹤0.01%
14,277
+679
1420
$403K ﹤0.01%
21,581
-840
1421
$402K ﹤0.01%
1,466
-1
1422
$401K ﹤0.01%
8,277
+1,125
1423
$401K ﹤0.01%
12,969
+1,969
1424
$400K ﹤0.01%
9,453
+3,432
1425
$399K ﹤0.01%
2,078
-71
55 56
57
58 59