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
$26.3B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,092
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$260M
3
+$163M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$152M
5
DFCA icon
Dimensional California Municipal Bond ETF
DFCA
+$142M

Top Sells

1
+$101M
2
+$70.8M
3
+$69.8M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$62.3M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$28M

Sector Composition

1 Technology 8.27%
2 Financials 3.38%
3 Healthcare 3.05%
4 Consumer Discretionary 2.53%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-44,298
1952
– –
-179,183
1953
$0 ﹤0.01%
24,852
+477
1954
– –
-44,785
1955
– –
-2,344
1956
– –
-4,000
1957
– –
-3,410
1958
– –
-3,904
1959
– –
-6,590
1960
– –
-12,732
1961
– –
-2,317
1962
– –
-4,234
1963
– –
-20,333
1964
– –
-12,614
1965
– –
-5,021
1966
– –
-13,702
1967
– –
-4,846
1968
– –
-1,141
1969
– –
-13,477
1970
– –
-10,181
1971
– –
-13,210
1972
– –
-3,955
1973
– –
-1,358
1974
– –
-17,789
1975
– –
-9,015
77 78
79
80 81