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
1826
$69K ﹤0.01%
+11,094
1827
$69K ﹤0.01%
10,778
-1,172
1828
$69K ﹤0.01%
30,564
-8,972
1829
$68K ﹤0.01%
18,657
-241,831
1830
$66K ﹤0.01%
+11,103
1831
$66K ﹤0.01%
17,733
+2,985
1832
$63K ﹤0.01%
12,001
-3,233
1833
$63K ﹤0.01%
24,898
-1,926
1834
$63K ﹤0.01%
+17,001
1835
$62K ﹤0.01%
17,421
+1,080
1836
$61K ﹤0.01%
+10,491
1837
$59K ﹤0.01%
+16,070
1838
$59K ﹤0.01%
+20,512
1839
$58K ﹤0.01%
21,870
+6,413
1840
$57K ﹤0.01%
13,805
-46,211
1841
$57K ﹤0.01%
14,478
+370
1842
$57K ﹤0.01%
+10,000
1843
$57K ﹤0.01%
15,054
+375
1844
$52K ﹤0.01%
34,523
1845
$50K ﹤0.01%
15,000
1846
$50K ﹤0.01%
+25,000
1847
$49K ﹤0.01%
18,025
1848
$46K ﹤0.01%
2,633
+2,257
1849
$45K ﹤0.01%
5,072
-6,229
1850
$43K ﹤0.01%
2,739
-150
72 73
74
75 76