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 3.26%
4 Industrials 2.56%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-4,330
1977
– –
-602
1978
– –
-4,605
1979
– –
-769
1980
– –
-5,061
1981
– –
-6,572
1982
– –
-13,739
1983
– –
-4,412
1984
– –
-138,993
1985
– –
-1,052
1986
– –
-12,363
1987
– –
-672
1988
– –
-2,828
1989
– –
-10,912
1990
– –
-5,047
1991
– –
-9,458
1992
– –
-7,142
1993
– –
-13,958
1994
– –
-12,145
1995
– –
-3,469
1996
– –
-2,433
1997
– –
-10,686
1998
– –
-1,543
1999
– –
-12,072
2000
– –
-10,278
78 79
80
81 82