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
– –
-9,865
2002
– –
-14,994
2003
– –
-22,858
2004
– –
-15,708
2005
– –
-3,267
2006
– –
-2,742
2007
– –
-1,782
2008
– –
-29,500
2009
– –
-3,368
2010
– –
-6,194
2011
$0 ﹤0.01%
+14,415
2012
– –
-6,350
2013
– –
-5,799
2014
– –
-4,005
2015
– –
-19,151
2016
– –
-1,332
2017
– –
-8,007
2018
– –
-10,416
2019
– –
-13,974
2020
– –
-25,400
2021
– –
-9,227
2022
– –
-2,601
2023
– –
-12,480
2024
– –
-8,283
2025
– –
-29,857
79 80
81
82 83