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
1451
$381K ﹤0.01%
6,770
-350
1452
$380K ﹤0.01%
3,919
+239
1453
$380K ﹤0.01%
987
+73
1454
$380K ﹤0.01%
17,152
-441
1455
$380K ﹤0.01%
7,697
-177
1456
$379K ﹤0.01%
7,726
+682
1457
$378K ﹤0.01%
3,180
-189
1458
$377K ﹤0.01%
36,220
+21,039
1459
$377K ﹤0.01%
5,355
-1,514
1460
$377K ﹤0.01%
24,725
+1,580
1461
$377K ﹤0.01%
19,016
+20
1462
$376K ﹤0.01%
6,694
+810
1463
$376K ﹤0.01%
1,217
+84
1464
$375K ﹤0.01%
16,011
-1,264
1465
$373K ﹤0.01%
7,737
+2,661
1466
$373K ﹤0.01%
8,174
+53
1467
$372K ﹤0.01%
32,589
-3,938
1468
$372K ﹤0.01%
6,502
-435
1469
$372K ﹤0.01%
3,485
+1,187
1470
$371K ﹤0.01%
4,815
-1,917
1471
$370K ﹤0.01%
14,465
-63
1472
$370K ﹤0.01%
1,542
-24
1473
$370K ﹤0.01%
74,697
+69,527
1474
$369K ﹤0.01%
47,251
-1,951
1475
$368K ﹤0.01%
8,874
-7,525
57 58
59
60 61