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
$36.7B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,070
New
Increased
Reduced
Closed

Top Buys

1
+$450M
2
+$164M
3
+$142M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$137M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$130M

Top Sells

1
+$55.4M
2
+$54.8M
3
+$27.9M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$21.6M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$18.7M

Sector Composition

1 Technology 7.3%
2 Healthcare 4.34%
3 Financials 3.25%
4 Industrials 2.56%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
$56.5K ﹤0.01%
13,000
-1,156
1902
$56.4K ﹤0.01%
21,188
-133
1903
$56.3K ﹤0.01%
11,125
1904
$54.4K ﹤0.01%
+1,235
1905
$53.4K ﹤0.01%
53,424
1906
$51.3K ﹤0.01%
+10,272
1907
$50.6K ﹤0.01%
10,033
-2,500
1908
$48.8K ﹤0.01%
16,715
-90,636
1909
$48.8K ﹤0.01%
18,000
1910
$47.9K ﹤0.01%
29,046
-20,213
1911
$47.3K ﹤0.01%
28,491
+1,054
1912
$47K ﹤0.01%
18,300
+32
1913
$45.8K ﹤0.01%
45,827
1914
$44.6K ﹤0.01%
10,721
-485
1915
$44.2K ﹤0.01%
16,726
1916
$44.1K ﹤0.01%
+133,026
1917
$43.8K ﹤0.01%
+12,157
1918
$40K ﹤0.01%
39,971
1919
$37.9K ﹤0.01%
+13,268
1920
$37.4K ﹤0.01%
+17,821
1921
$37.2K ﹤0.01%
32,100
+100
1922
$36.6K ﹤0.01%
12,500
1923
$36.3K ﹤0.01%
36,323
1924
$35.5K ﹤0.01%
14,909
-1,972
1925
$35K ﹤0.01%
9,912
+8,333
75 76
77
78 79