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
$35.2B
AUM Growth
+$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,186
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$231M
3
+$224M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$221M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$208M

Top Sells

1
+$819M
2
+$432M
3
+$343M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$342M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$259M

Sector Composition

1 Technology 7.12%
2 Healthcare 4.31%
3 Financials 3.41%
4 Industrials 2.78%
5 Consumer Discretionary 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-11,468
2002
– –
-4,171
2003
– –
-10,510
2004
– –
-9,362
2005
– –
-2,597
2006
– –
-1,891
2007
– –
-26,408
2008
– –
-13,687
2009
– –
-7,654
2010
– –
-55,520
2011
– –
-16,814
2012
– –
-8,736
2013
– –
-45,388
2014
– –
-9,391
2015
– –
-163,428
2016
– –
-16,716
2017
– –
-5,088
2018
– –
-5,412
2019
– –
-3,501
2020
– –
-9,347
2021
– –
-2,422
2022
– –
-18,412
2023
– –
-48,102
2024
– –
-9,040
2025
– –
-33,413
79 80
81
82 83