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
1426
$334K ﹤0.01%
+4,996
1427
$333K ﹤0.01%
5,102
+46
1428
$333K ﹤0.01%
1,075
-356
1429
$332K ﹤0.01%
27,563
+46
1430
$331K ﹤0.01%
40,535
1431
$331K ﹤0.01%
1,801
+244
1432
$331K ﹤0.01%
19,526
+3,573
1433
$329K ﹤0.01%
6,064
+51
1434
$329K ﹤0.01%
15,820
-5,537
1435
$329K ﹤0.01%
3,254
+168
1436
$329K ﹤0.01%
9,118
+657
1437
$329K ﹤0.01%
+12,515
1438
$328K ﹤0.01%
7,996
+481
1439
$328K ﹤0.01%
6,727
+4,148
1440
$328K ﹤0.01%
27,489
+1,694
1441
$327K ﹤0.01%
19,247
-12,286
1442
$326K ﹤0.01%
+12,575
1443
$325K ﹤0.01%
13,484
1444
$325K ﹤0.01%
28,145
-1,336
1445
$324K ﹤0.01%
4,828
-386
1446
$324K ﹤0.01%
10,500
-7,239
1447
$323K ﹤0.01%
14,222
-580
1448
$322K ﹤0.01%
2,701
-136
1449
$321K ﹤0.01%
4,331
-31,440
1450
$320K ﹤0.01%
+6,840
56 57
58
59 60