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
1501
$297K ﹤0.01%
6,020
+352
1502
$297K ﹤0.01%
39,227
+21,185
1503
$296K ﹤0.01%
2,466
-988
1504
$296K ﹤0.01%
1,269
+253
1505
$296K ﹤0.01%
3,056
-676
1506
$295K ﹤0.01%
1,462
+68
1507
$294K ﹤0.01%
19,922
-6,024
1508
$293K ﹤0.01%
3,158
+420
1509
$293K ﹤0.01%
15,709
-541
1510
$292K ﹤0.01%
44,719
+9,007
1511
$292K ﹤0.01%
9,061
-2,034
1512
$291K ﹤0.01%
23,544
+12,641
1513
$291K ﹤0.01%
3,523
+979
1514
$291K ﹤0.01%
883
-77
1515
$291K ﹤0.01%
7,075
+345
1516
$288K ﹤0.01%
2,614
+331
1517
$288K ﹤0.01%
7,591
-709
1518
$288K ﹤0.01%
+6,902
1519
$288K ﹤0.01%
9,106
+42
1520
$288K ﹤0.01%
+5,007
1521
$287K ﹤0.01%
13,465
-1,001
1522
$286K ﹤0.01%
7,585
-934
1523
$286K ﹤0.01%
24,527
+5,237
1524
$286K ﹤0.01%
2,454
+122
1525
$285K ﹤0.01%
5,136
-1,018
59 60
61
62 63