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
1901
– –
-437,520
1902
– –
-90,938
1903
– –
-37,885
1904
– –
-10,669
1905
– –
-48,368
1906
– –
-1,590
1907
– –
-19,666
1908
– –
-16,266
1909
– –
-29,157
1910
– –
-22,961
1911
– –
-13,966
1912
– –
-7,205
1913
– –
-7,440
1914
– –
-17,114
1915
– –
-4,001
1916
– –
-26,507
1917
– –
-2,766
1918
– –
-60,135
1919
– –
-2,742
1920
– –
-63,073
1921
– –
-9,867
1922
– –
-1,066,810
1923
– –
-10,500
1924
– –
-73,452
1925
– –
-28,242
75 76
77
78 79