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
1726
$190K ﹤0.01%
13,722
-18,648
1727
$190K ﹤0.01%
36,269
1728
$190K ﹤0.01%
18,528
+1,074
1729
$189K ﹤0.01%
13,653
+946
1730
$189K ﹤0.01%
32,909
+12,870
1731
$186K ﹤0.01%
15,735
+1,579
1732
$186K ﹤0.01%
19,112
-3,666
1733
$185K ﹤0.01%
12,516
-646
1734
$182K ﹤0.01%
+38,710
1735
$182K ﹤0.01%
13,554
+826
1736
$176K ﹤0.01%
35,016
+9,380
1737
$174K ﹤0.01%
10,500
-39
1738
$172K ﹤0.01%
41,264
1739
$171K ﹤0.01%
26,872
+7,053
1740
$170K ﹤0.01%
10,751
-275
1741
$169K ﹤0.01%
49,353
+16,862
1742
$167K ﹤0.01%
61,722
+4,165
1743
$165K ﹤0.01%
95,557
+74,038
1744
$163K ﹤0.01%
742
+215
1745
$163K ﹤0.01%
21,266
-599
1746
$163K ﹤0.01%
+17,819
1747
$161K ﹤0.01%
+5,615
1748
$154K ﹤0.01%
11,788
-3,817
1749
$153K ﹤0.01%
23,815
-6,005
1750
$152K ﹤0.01%
16,072
+2,817
68 69
70
71 72