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
1751
$217K ﹤0.01%
11,852
+971
1752
$217K ﹤0.01%
+3,907
1753
$217K ﹤0.01%
9,306
1754
$217K ﹤0.01%
5,356
1755
$216K ﹤0.01%
6,960
-4,597
1756
$216K ﹤0.01%
67,635
+5,503
1757
$216K ﹤0.01%
2,010
-231
1758
$216K ﹤0.01%
4,324
+417
1759
$216K ﹤0.01%
5,394
+1,096
1760
$216K ﹤0.01%
7,017
+613
1761
$215K ﹤0.01%
215,455
-383
1762
$215K ﹤0.01%
1,818
-67
1763
$215K ﹤0.01%
+4,484
1764
$215K ﹤0.01%
5,300
1765
$215K ﹤0.01%
17,407
-2,329
1766
$214K ﹤0.01%
9,032
-128
1767
$212K ﹤0.01%
+7,241
1768
$212K ﹤0.01%
+34
1769
$212K ﹤0.01%
24,161
-2,542
1770
$211K ﹤0.01%
5,442
-18,637
1771
$211K ﹤0.01%
2,410
1772
$211K ﹤0.01%
782
-80
1773
$210K ﹤0.01%
12,217
+10,125
1774
$210K ﹤0.01%
+13,070
1775
$210K ﹤0.01%
4,251
-1,143
69 70
71
72 73