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
– –
-43,881
1952
– –
-3,969
1953
– –
-26,594
1954
– –
-298,974
1955
– –
-7,024
1956
– –
-58,648
1957
– –
-9,435
1958
– –
-2,360
1959
– –
-26,714
1960
– –
-6,788
1961
– –
-27,757
1962
– –
-7,134
1963
– –
-204,836
1964
– –
-3,116
1965
– –
-18,901
1966
– –
-3,962
1967
– –
0
1968
– –
-34,088
1969
– –
-2,612
1970
– –
-7,735
1971
– –
-8,140
1972
– –
-1,145
1973
– –
-37,905
1974
– –
-9,865
1975
– –
-14,994
77 78
79
80 81