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
1851
$42K ﹤0.01%
19,720
-2,150
1852
$41K ﹤0.01%
15,166
-3,039
1853
$40K ﹤0.01%
+949
1854
$39K ﹤0.01%
16,726
1855
$39K ﹤0.01%
5,325
-94
1856
$38K ﹤0.01%
10,462
-4,795
1857
$35K ﹤0.01%
2,014
1858
$31K ﹤0.01%
+131
1859
$31K ﹤0.01%
14,351
+620
1860
$29K ﹤0.01%
2,055
-90
1861
$28K ﹤0.01%
19,309
+500
1862
$28K ﹤0.01%
16,153
-1,087
1863
$28K ﹤0.01%
11,070
-66
1864
$28K ﹤0.01%
+12,237
1865
$27K ﹤0.01%
+2,282
1866
$27K ﹤0.01%
16,769
-11,427
1867
$24K ﹤0.01%
16,100
-900
1868
$24K ﹤0.01%
14,000
1869
$24K ﹤0.01%
10,375
1870
$23K ﹤0.01%
770
1871
$23K ﹤0.01%
15,931
-208
1872
$22K ﹤0.01%
16,544
-4,408
1873
$21K ﹤0.01%
43,626
1874
$20K ﹤0.01%
380
-77
1875
$20K ﹤0.01%
10,785
+560
73 74
75
76 77