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
1451
$320K ﹤0.01%
1,679
-230
1452
$319K ﹤0.01%
4,532
+756
1453
$317K ﹤0.01%
33,777
+10,146
1454
$317K ﹤0.01%
5,224
+60
1455
$316K ﹤0.01%
13,676
+595
1456
$316K ﹤0.01%
11,673
-45,648
1457
$316K ﹤0.01%
+5,945
1458
$315K ﹤0.01%
2,161
-56
1459
$315K ﹤0.01%
+5,668
1460
$314K ﹤0.01%
8,357
-1,147
1461
$314K ﹤0.01%
12,434
-7,226
1462
$314K ﹤0.01%
+2,212
1463
$314K ﹤0.01%
7,551
-1,371
1464
$314K ﹤0.01%
+18,028
1465
$313K ﹤0.01%
3,526
-1,441
1466
$312K ﹤0.01%
39,177
+6,373
1467
$312K ﹤0.01%
2,323
-733
1468
$312K ﹤0.01%
4,106
-2,079
1469
$312K ﹤0.01%
1,028
+129
1470
$312K ﹤0.01%
72,795
+16,147
1471
$312K ﹤0.01%
26,724
+1,586
1472
$312K ﹤0.01%
8,035
+839
1473
$311K ﹤0.01%
10,000
1474
$311K ﹤0.01%
+10,074
1475
$309K ﹤0.01%
2,955
+28
57 58
59
60 61