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
1626
$234K ﹤0.01%
24,052
-2,863
1627
$234K ﹤0.01%
+11,348
1628
$234K ﹤0.01%
+1,199
1629
$233K ﹤0.01%
5,914
-728
1630
$233K ﹤0.01%
3,039
+1
1631
$232K ﹤0.01%
+1,718
1632
$231K ﹤0.01%
4,076
-478
1633
$231K ﹤0.01%
10,380
-123,334
1634
$230K ﹤0.01%
2,400
-360
1635
$230K ﹤0.01%
6,290
-511
1636
$230K ﹤0.01%
+8,399
1637
$230K ﹤0.01%
19,166
-223
1638
$229K ﹤0.01%
855
-1,777
1639
$228K ﹤0.01%
2,500
-7
1640
$228K ﹤0.01%
2,279
-60
1641
$228K ﹤0.01%
2,743
-836
1642
$228K ﹤0.01%
+8,230
1643
$227K ﹤0.01%
18,311
+5,420
1644
$227K ﹤0.01%
2,523
+277
1645
$226K ﹤0.01%
+5,169
1646
$226K ﹤0.01%
+5,467
1647
$226K ﹤0.01%
9,882
-671
1648
$226K ﹤0.01%
11,033
+748
1649
$226K ﹤0.01%
+972
1650
$225K ﹤0.01%
+4,266
64 65
66
67 68