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
1676
$215K ﹤0.01%
+3,264
1677
$214K ﹤0.01%
+2,081
1678
$214K ﹤0.01%
16,310
-1,331
1679
$214K ﹤0.01%
+1,653
1680
$213K ﹤0.01%
14,488
+2,199
1681
$213K ﹤0.01%
13,860
-1,211
1682
$212K ﹤0.01%
14,150
-9,969
1683
$212K ﹤0.01%
696
-393
1684
$211K ﹤0.01%
26,613
-8,616
1685
$211K ﹤0.01%
+4,823
1686
$210K ﹤0.01%
1,845
+51
1687
$210K ﹤0.01%
13,154
+881
1688
$209K ﹤0.01%
+6,945
1689
$209K ﹤0.01%
16,522
+2,618
1690
$209K ﹤0.01%
78,142
+5,000
1691
$209K ﹤0.01%
3,119
-562
1692
$208K ﹤0.01%
+2,123
1693
$208K ﹤0.01%
14,844
-6,910
1694
$208K ﹤0.01%
+1,874
1695
$208K ﹤0.01%
+1,135
1696
$207K ﹤0.01%
+5,061
1697
$207K ﹤0.01%
4,869
+108
1698
$207K ﹤0.01%
1,826
-285
1699
$206K ﹤0.01%
29,877
1700
$206K ﹤0.01%
+6,479
66 67
68
69 70