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
1976
– –
-22,858
1977
– –
-15,708
1978
– –
-3,267
1979
– –
-1,782
1980
– –
-29,500
1981
– –
-3,368
1982
– –
-25,919
1983
– –
-7,227
1984
– –
-8,806
1985
– –
-815
1986
– –
-6,415
1987
– –
-17,726
1988
– –
-19,188
1989
– –
-1,691
1990
– –
-129,308
1991
$0 ﹤0.01%
11,800
1992
– –
-679
1993
– –
-1,715
1994
– –
-3,265
1995
– –
-12,419
1996
– –
-3,843
1997
– –
-13,716
1998
– –
-1,133
1999
– –
-15,174
2000
– –
-29,530
78 79
80
81 82