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
1876
$19K ﹤0.01%
616
-2
1877
$19K ﹤0.01%
22,657
-2,132
1878
$18K ﹤0.01%
1,526
-331
1879
$18K ﹤0.01%
198
+3
1880
$18K ﹤0.01%
+1,013
1881
$17K ﹤0.01%
20,274
-3,756
1882
$16K ﹤0.01%
+15,302
1883
$14K ﹤0.01%
+10,000
1884
$14K ﹤0.01%
32,000
+1,000
1885
$14K ﹤0.01%
+10,250
1886
$13K ﹤0.01%
+1,692
1887
$11K ﹤0.01%
12,587
-120
1888
$10K ﹤0.01%
10,550
1889
$10K ﹤0.01%
+2,309
1890
$10K ﹤0.01%
2,058
-37
1891
– –
0
1892
$7K ﹤0.01%
570
1893
$5K ﹤0.01%
17
1894
$3K ﹤0.01%
47,500
1895
$3K ﹤0.01%
20,000
1896
$2K ﹤0.01%
17,700
1897
$2K ﹤0.01%
15,400
1898
$2K ﹤0.01%
216,091
+18,983
1899
$2K ﹤0.01%
35,718
1900
– –
-3,969
74 75
76
77 78