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
1751
$151K ﹤0.01%
11,357
1752
$151K ﹤0.01%
+20,424
1753
$151K ﹤0.01%
2,929
-2,668
1754
$151K ﹤0.01%
20,365
+100
1755
$151K ﹤0.01%
13,499
-2,475
1756
$149K ﹤0.01%
12,072
1757
$148K ﹤0.01%
12,872
-33
1758
$148K ﹤0.01%
6,000
1759
$147K ﹤0.01%
+10,477
1760
$146K ﹤0.01%
15,920
-1,949
1761
$146K ﹤0.01%
13,596
+3
1762
$145K ﹤0.01%
2,985
+159
1763
$145K ﹤0.01%
25,747
+12,985
1764
$145K ﹤0.01%
23,437
+3,223
1765
$142K ﹤0.01%
28,013
-47
1766
$140K ﹤0.01%
+12,487
1767
$140K ﹤0.01%
+10,948
1768
$139K ﹤0.01%
17,263
+614
1769
$139K ﹤0.01%
14,772
-2,225
1770
$138K ﹤0.01%
11,694
-1,564
1771
$136K ﹤0.01%
32,332
+16,809
1772
$133K ﹤0.01%
11,681
-3,680
1773
$133K ﹤0.01%
15,537
1774
$132K ﹤0.01%
26,351
-2,762
1775
$130K ﹤0.01%
19,986
-3,222
69 70
71
72 73