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
1651
$225K ﹤0.01%
4,908
+275
1652
$224K ﹤0.01%
10,676
+172
1653
$223K ﹤0.01%
3,117
-42
1654
$223K ﹤0.01%
+1,584
1655
$222K ﹤0.01%
4,059
-949
1656
$222K ﹤0.01%
+10,459
1657
$221K ﹤0.01%
+4,667
1658
$221K ﹤0.01%
+736
1659
$221K ﹤0.01%
+4,904
1660
$220K ﹤0.01%
3,251
+82
1661
$219K ﹤0.01%
+3,196
1662
$219K ﹤0.01%
1,122
-209
1663
$219K ﹤0.01%
5,890
-193
1664
$219K ﹤0.01%
12,585
-1,980
1665
$218K ﹤0.01%
22,719
+797
1666
$218K ﹤0.01%
+8,072
1667
$217K ﹤0.01%
8,389
+1,133
1668
$217K ﹤0.01%
+7,546
1669
$217K ﹤0.01%
+1,976
1670
$217K ﹤0.01%
1,719
+8
1671
$216K ﹤0.01%
+3,470
1672
$215K ﹤0.01%
3,000
1673
$215K ﹤0.01%
+2,485
1674
$215K ﹤0.01%
81,251
-152,139
1675
$215K ﹤0.01%
+3,604
65 66
67
68 69