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
176
$17.7M 0.08%
357,118
+10,946
177
$17.6M 0.08%
383,525
-39,432
178
$17.6M 0.08%
692,779
+48,748
179
$17.5M 0.08%
125,695
-34,828
180
$17.3M 0.08%
903,615
-40,348
181
$17.1M 0.08%
42,801
+10,607
182
$17M 0.08%
1,033,895
+483,494
183
$17M 0.08%
181,427
-31,955
184
$16.8M 0.08%
62,366
+4,544
185
$16.8M 0.08%
43,679
+35
186
$16.6M 0.08%
360,441
-52,658
187
$16.6M 0.08%
313,350
+1,440
188
$16.5M 0.07%
28,570
-390
189
$16.3M 0.07%
66,162
+19,272
190
$16.3M 0.07%
131,546
+26,467
191
$16.1M 0.07%
158,475
-9,751
192
$16.1M 0.07%
191,700
+106,559
193
$16M 0.07%
105,620
-21,401
194
$16M 0.07%
421,386
-35,161
195
$15.8M 0.07%
159,226
+7,417
196
$15.8M 0.07%
74,147
+7,835
197
$15.6M 0.07%
498,985
-19,760
198
$15.6M 0.07%
210,474
-102,701
199
$15.6M 0.07%
274,439
+8,849
200
$15.6M 0.07%
814,424
+45,082
6 7
8
9 10