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
1951
– –
-29,530
1952
– –
-36,055
1953
– –
-22,637
1954
– –
-2,512
1955
– –
-6,992
1956
– –
-24,360
1957
– –
-4,061
1958
– –
-68,788
1959
– –
-11,288
1960
– –
-665
1961
– –
-56,855
1962
– –
-13,036
1963
– –
-7,900
1964
– –
-18,297
1965
– –
-6,033
1966
– –
-164,057
1967
– –
-23,544
1968
– –
-10,766
1969
– –
-45,456
1970
– –
-10,912
1971
– –
-65,576
1972
– –
-10,487
1973
– –
-5,144
1974
– –
-6,487
1975
– –
-2,392
77 78
79
80 81