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
– –
-13,050
1927
– –
-28,348
1928
– –
-26
1929
– –
-9,643
1930
– –
-13,761
1931
– –
-14,250
1932
– –
-6,118
1933
– –
-20,555
1934
– –
-2,473
1935
– –
-437,520
1936
– –
-12,419
1937
– –
-90,938
1938
– –
-37,885
1939
– –
-10,669
1940
– –
-9,867
1941
– –
-25,919
1942
– –
-1,066,810
1943
– –
-10,500
1944
– –
-73,452
1945
– –
-28,242
1946
– –
-8,806
1947
– –
-3,843
1948
– –
-13,716
1949
– –
-1,133
1950
– –
-15,174
76 77
78
79 80