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
2001
– –
-36,055
2002
– –
-22,637
2003
– –
-2,512
2004
– –
-6,992
2005
– –
-24,360
2006
– –
-4,061
2007
– –
-68,788
2008
– –
-5,170
2009
– –
-15,289
2010
– –
-3,166
2011
– –
-3,686
2012
– –
-1,235
2013
– –
-15,194
2014
– –
-36,432
2015
– –
-17,219
2016
– –
-51,773
2017
– –
-14,767
2018
– –
-1,058
2019
– –
-147,857
2020
– –
-11,384
2021
– –
-10,022
2022
– –
-665
2023
– –
-56,855
2024
– –
-13,036
2025
– –
-7,900
79 80
81
82 83