Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$35.2B
AUM Growth
+$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,186
New
Increased
Reduced
Closed

Top Buys

1
+$251M
2
+$224M
3
+$215M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$210M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$198M

Top Sells

1
+$819M
2
+$417M
3
+$343M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$342M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$247M

Sector Composition

1 Technology 7.1%
2 Healthcare 4.31%
3 Financials 3.43%
4 Industrials 2.78%
5 Consumer Discretionary 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-9,918
1977
– –
-22,786
1978
– –
-43,838
1979
– –
-14,310
1980
– –
-7,671
1981
– –
-84,623
1982
– –
-6,406
1983
– –
-816
1984
– –
-6,437
1985
– –
-163,393
1986
– –
-105,033
1987
– –
-2,755
1988
– –
-17,463
1989
– –
-91,817
1990
– –
-63,796
1991
– –
-52,934
1992
– –
-3,757
1993
– –
-4,918
1994
– –
-1,356
1995
– –
-8,950
1996
– –
-275,562
1997
– –
-30,430
1998
– –
-1,183
1999
– –
-7,487
2000
– –
-10,817
78 79
80
81 82