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
1701
$206K ﹤0.01%
+10,209
1702
$206K ﹤0.01%
281
-110
1703
$205K ﹤0.01%
+4,079
1704
$205K ﹤0.01%
20,184
-1,796
1705
$205K ﹤0.01%
37,022
+12
1706
$205K ﹤0.01%
3,015
+144
1707
$203K ﹤0.01%
5,195
+145
1708
$203K ﹤0.01%
4,960
-512
1709
$203K ﹤0.01%
6,020
-1,100
1710
$203K ﹤0.01%
+5,334
1711
$203K ﹤0.01%
+2,184
1712
$203K ﹤0.01%
11,088
+450
1713
$202K ﹤0.01%
7,264
-423
1714
$202K ﹤0.01%
4,582
-164
1715
$201K ﹤0.01%
+4,752
1716
$201K ﹤0.01%
8,925
-4,242
1717
$201K ﹤0.01%
28,411
+10,478
1718
$201K ﹤0.01%
13,466
+1,776
1719
$197K ﹤0.01%
14,575
-709
1720
$196K ﹤0.01%
+10,698
1721
$195K ﹤0.01%
+18,166
1722
$193K ﹤0.01%
+19,456
1723
$192K ﹤0.01%
37,698
-1,078
1724
$192K ﹤0.01%
31,611
-5,195
1725
$192K ﹤0.01%
18,843
-433
67 68
69
70 71