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
126
$27.3M 0.12%
147,001
+37,006
127
$27.2M 0.12%
95,123
+3,079
128
$26.7M 0.12%
73,595
+585
129
$26.3M 0.12%
289,915
-122,657
130
$26M 0.12%
402,611
+98,427
131
$25.9M 0.12%
256,198
+975
132
$25.6M 0.12%
570,248
+154,661
133
$25.4M 0.12%
545,404
-26,255
134
$25.2M 0.11%
1,076,486
-129,970
135
$25M 0.11%
910,183
+135,637
136
$24.7M 0.11%
956,281
+24,599
137
$24.5M 0.11%
919,919
+34,659
138
$24.5M 0.11%
142,853
+9,195
139
$24.5M 0.11%
122,342
+1,990
140
$24.4M 0.11%
304,470
-19,050
141
$24.2M 0.11%
260,829
-1,304
142
$24.1M 0.11%
989,079
-467,868
143
$23.9M 0.11%
128,288
-20,602
144
$23.8M 0.11%
152,782
-23,706
145
$23.6M 0.11%
1,010,729
-116,814
146
$23.5M 0.11%
49,717
+4,097
147
$23.2M 0.11%
975,797
+194,447
148
$22.3M 0.1%
409,339
-119,218
149
$22.3M 0.1%
872,589
+44,633
150
$22.1M 0.1%
226,451
+72,307
4 5
6
7 8