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
1476
$308K ﹤0.01%
1,495
+107
1477
$308K ﹤0.01%
13,112
+1,093
1478
$307K ﹤0.01%
17,620
-2,471
1479
$305K ﹤0.01%
10,871
-642
1480
$304K ﹤0.01%
+5,484
1481
$304K ﹤0.01%
10,297
+1,348
1482
$304K ﹤0.01%
17,390
+1,824
1483
$304K ﹤0.01%
21,042
-11,488
1484
$304K ﹤0.01%
21,510
+1,256
1485
$302K ﹤0.01%
13,750
-617
1486
$302K ﹤0.01%
9,470
+18
1487
$302K ﹤0.01%
4,082
+517
1488
$302K ﹤0.01%
4,331
-792
1489
$302K ﹤0.01%
23,754
-80
1490
$301K ﹤0.01%
6,608
-42,886
1491
$301K ﹤0.01%
8,212
+585
1492
$300K ﹤0.01%
+2,175
1493
$299K ﹤0.01%
28,331
+10,583
1494
$299K ﹤0.01%
12,738
-2,431
1495
$299K ﹤0.01%
4,997
-854
1496
$298K ﹤0.01%
+2,236
1497
$298K ﹤0.01%
216
-26
1498
$297K ﹤0.01%
+8,968
1499
$297K ﹤0.01%
8,324
+331
1500
$297K ﹤0.01%
12,449
+556
58 59
60
61 62