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
1976
– –
-8,211
1977
– –
-10,107
1978
– –
-1,786
1979
– –
-585
1980
– –
-52,252
1981
– –
-2,973
1982
– –
-4,547
1983
– –
-89,017
1984
– –
-14,026
1985
– –
-8,105
1986
– –
-7,734
1987
– –
-20,740
1988
– –
-3,263
1989
– –
-7,072
1990
– –
-4,623
1991
– –
-4,516
1992
– –
-5,226
1993
– –
-6,128
1994
– –
-7,524
1995
– –
-2,716
1996
– –
-19,031
1997
– –
-10,719
1998
– –
-8,698
1999
– –
-3,859
2000
– –
-1,063
78 79
80
81 82