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
1626
$272K ﹤0.01%
5,816
-2,060
1627
$272K ﹤0.01%
17,780
1628
$272K ﹤0.01%
36,349
-1,902
1629
$271K ﹤0.01%
1,124
+47
1630
$271K ﹤0.01%
+24,370
1631
$270K ﹤0.01%
+2,915
1632
$270K ﹤0.01%
3,965
+325
1633
$268K ﹤0.01%
15,017
-9,839
1634
$268K ﹤0.01%
23,065
-3,474
1635
$268K ﹤0.01%
12,255
-3
1636
$268K ﹤0.01%
25,328
-2,373
1637
$266K ﹤0.01%
65,800
1638
$266K ﹤0.01%
5,360
+6
1639
$266K ﹤0.01%
13,029
-9,427
1640
$265K ﹤0.01%
13,325
-850
1641
$265K ﹤0.01%
10,503
+3
1642
$265K ﹤0.01%
19,906
+3,340
1643
$264K ﹤0.01%
3,283
-6,272
1644
$263K ﹤0.01%
14,994
-1,077
1645
$263K ﹤0.01%
+3,503
1646
$263K ﹤0.01%
15,678
-947
1647
$262K ﹤0.01%
1,807
-165
1648
$261K ﹤0.01%
3,397
+196
1649
$261K ﹤0.01%
+9,602
1650
$261K ﹤0.01%
11,347
+73
64 65
66
67 68