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
1951
$14K ﹤0.01%
+11,200
1952
$10.9K ﹤0.01%
1,291
-13
1953
$9.06K ﹤0.01%
+119,043
1954
$8.55K ﹤0.01%
47,500
1955
$7.86K ﹤0.01%
763
1956
$1.3K ﹤0.01%
+42,620
1957
$950 ﹤0.01%
35,718
1958
$400 ﹤0.01%
20,000
1959
$161 ﹤0.01%
17,700
1960
– –
-2,541
1961
– –
-4,531
1962
– –
-1,847
1963
– –
-6,803
1964
– –
-17,573
1965
– –
0
1966
– –
-4,330
1967
– –
-602
1968
– –
-4,605
1969
– –
-769
1970
– –
-5,061
1971
– –
-6,572
1972
– –
-13,739
1973
– –
-4,412
1974
– –
-138,993
1975
– –
-1,052
77 78
79
80 81