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
151
$28.1M 0.08%
112,544
-47,420
152
$28.1M 0.08%
87,444
+5,246
153
$28M 0.08%
72,075
+793
154
$27.9M 0.08%
1,248,996
+213,195
155
$27.9M 0.08%
143,287
+790
156
$27.7M 0.08%
1,542,314
+75,003
157
$27.1M 0.07%
41,265
+13,715
158
$26.8M 0.07%
548,623
-235,559
159
$26.2M 0.07%
118,962
+986
160
$26.1M 0.07%
299,965
+13,925
161
$25.8M 0.07%
66,046
+54,214
162
$25.6M 0.07%
966,566
+32,193
163
$25.5M 0.07%
278,810
+2,725
164
$25.5M 0.07%
24,319
+1,122
165
$25.2M 0.07%
244,612
+9,030
166
$24.8M 0.07%
468,507
-51,226
167
$24.8M 0.07%
980,994
+30,064
168
$23.7M 0.06%
232,029
-16,707
169
$23.6M 0.06%
50,449
+3,189
170
$23.5M 0.06%
933,740
-6,196
171
$23.5M 0.06%
6,119
+4,047
172
$23.4M 0.06%
934,668
+35,739
173
$23.4M 0.06%
1,024,684
-83,386
174
$23.2M 0.06%
259,178
+15,421
175
$23M 0.06%
190,315
-34,219
5 6
7
8 9