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
1926
– –
-10,340
1927
– –
-6,194
1928
$0 ﹤0.01%
+14,415
1929
– –
-6,350
1930
– –
-5,799
1931
– –
-4,005
1932
– –
-19,151
1933
– –
-1,332
1934
– –
-8,007
1935
– –
-10,416
1936
– –
-13,974
1937
– –
-25,400
1938
– –
-9,227
1939
– –
-2,601
1940
– –
-12,480
1941
– –
-8,283
1942
– –
-29,857
1943
– –
-24,451
1944
– –
-15,010
1945
– –
-18,765
1946
– –
-45,456
1947
– –
-10,912
1948
– –
-10,451
1949
– –
-6,885
1950
– –
-176,193
76 77
78
79 80