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
126
$35.3M 0.1%
353,373
-36,386
127
$35M 0.1%
710,240
-101
128
$34.8M 0.09%
942,980
+84,973
129
$34.6M 0.09%
210,811
-4,147
130
$34.5M 0.09%
607,195
+86,777
131
$34.3M 0.09%
134,806
+3,799
132
$34.2M 0.09%
873,614
+41,592
133
$34.1M 0.09%
159,087
-4,783
134
$34M 0.09%
307,123
+10,626
135
$33.5M 0.09%
274,833
-6,567
136
$33.4M 0.09%
292,282
+10,032
137
$33.2M 0.09%
199,859
+6,885
138
$32.9M 0.09%
231,170
+4,912
139
$32.2M 0.09%
862,264
-387,040
140
$32.1M 0.09%
541,670
+491,627
141
$31.9M 0.09%
182,572
+5,415
142
$31.7M 0.09%
182,723
+11,882
143
$31.7M 0.09%
218,266
+9,619
144
$31.6M 0.09%
228,311
-67,569
145
$31.1M 0.08%
356,820
+4,256
146
$30.1M 0.08%
1,183,321
-42,205
147
$30.1M 0.08%
1,434,801
-2,615,817
148
$29.6M 0.08%
186,406
-97,441
149
$29.2M 0.08%
204,581
+8,030
150
$28.3M 0.08%
376,060
+4,790
4 5
6
7 8