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
1676
$250K ﹤0.01%
6,240
-1,472
1677
$250K ﹤0.01%
82,994
+74,964
1678
$248K ﹤0.01%
7,537
+12
1679
$247K ﹤0.01%
3,290
-43
1680
$247K ﹤0.01%
1,711
+5
1681
$247K ﹤0.01%
7,072
1682
$246K ﹤0.01%
12,484
+10,911
1683
$245K ﹤0.01%
5,555
-55
1684
$244K ﹤0.01%
19,745
+170
1685
$244K ﹤0.01%
1,353
-11
1686
$243K ﹤0.01%
9,313
+54
1687
$243K ﹤0.01%
4,190
1688
$243K ﹤0.01%
2,424
-56
1689
$242K ﹤0.01%
11,410
-1,246
1690
$241K ﹤0.01%
3,262
-537
1691
$241K ﹤0.01%
2,371
-213
1692
$241K ﹤0.01%
1,371
-945
1693
$240K ﹤0.01%
3,381
+16
1694
$240K ﹤0.01%
+5,661
1695
$239K ﹤0.01%
7,076
-650
1696
$239K ﹤0.01%
6,702
+534
1697
$238K ﹤0.01%
2,064
+143
1698
$237K ﹤0.01%
4,288
-7,075
1699
$237K ﹤0.01%
4,660
+356
1700
$236K ﹤0.01%
1,975
-813
66 67
68
69 70