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
1926
$33.5K ﹤0.01%
15,381
-5,816
1927
$33.3K ﹤0.01%
+17,441
1928
$31.8K ﹤0.01%
31,221
+9,037
1929
$30.7K ﹤0.01%
18,172
-1,707
1930
$30.4K ﹤0.01%
6,667
1931
$28.8K ﹤0.01%
11,500
+100
1932
$28.4K ﹤0.01%
+10,500
1933
$28K ﹤0.01%
+43,311
1934
$28K ﹤0.01%
28,000
+160
1935
$27K ﹤0.01%
+11,242
1936
$26.3K ﹤0.01%
21,000
1937
$26.2K ﹤0.01%
26,248
1938
$25.8K ﹤0.01%
+41,045
1939
$25.8K ﹤0.01%
14,000
1940
$24.7K ﹤0.01%
+10,676
1941
$23.6K ﹤0.01%
+10,106
1942
$23.4K ﹤0.01%
775
+193
1943
$22.4K ﹤0.01%
1,334
-13
1944
$22.4K ﹤0.01%
+20,000
1945
$21K ﹤0.01%
21,034
+488
1946
$20.9K ﹤0.01%
30,130
+19,329
1947
$18.4K ﹤0.01%
1,375
-2,796
1948
$17.9K ﹤0.01%
1,223
-1,005
1949
$16K ﹤0.01%
2,001
-5
1950
$15.5K ﹤0.01%
20,000
-41,500
76 77
78
79 80