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
1801
$110K ﹤0.01%
15,667
+3,268
1802
$109K ﹤0.01%
6,815
-28,662
1803
$107K ﹤0.01%
45,843
+793
1804
$107K ﹤0.01%
17,719
+7,043
1805
$106K ﹤0.01%
+11,101
1806
$106K ﹤0.01%
26,852
+2,775
1807
$102K ﹤0.01%
+20,700
1808
$99K ﹤0.01%
+30,657
1809
$98K ﹤0.01%
26,429
1810
$97K ﹤0.01%
10,193
-170
1811
$96K ﹤0.01%
+14,156
1812
$94K ﹤0.01%
20,805
+505
1813
$94K ﹤0.01%
17,697
-251
1814
$92K ﹤0.01%
18,385
+2,101
1815
$91K ﹤0.01%
16,034
1816
$83K ﹤0.01%
+10,769
1817
$83K ﹤0.01%
19,179
1818
$83K ﹤0.01%
404
-205
1819
$79K ﹤0.01%
17,742
+751
1820
$77K ﹤0.01%
+12,661
1821
$76K ﹤0.01%
10,461
-2,461
1822
$75K ﹤0.01%
43,100
1823
$75K ﹤0.01%
+19,410
1824
$70K ﹤0.01%
11,129
1825
$69K ﹤0.01%
18,748
71 72
73
74 75