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 3.25%
4 Industrials 2.56%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-12,194
2002
– –
-2,677
2003
– –
-11,664
2004
– –
-3,997
2005
– –
-9,707
2006
– –
-4,423
2007
– –
-1,966
2008
– –
-3,234
2009
– –
-10,300
2010
– –
-5,420
2011
$0 ﹤0.01%
40,000
2012
– –
-16,408
2013
– –
-10,000
2014
– –
-16,215
2015
– –
-11,311
2016
$0 ﹤0.01%
25,458
-57
2017
– –
-19,884
2018
– –
-2,828
2019
– –
-10,912
2020
– –
-5,047
2021
– –
-9,458
2022
– –
-7,142
2023
– –
-13,958
2024
– –
-12,145
2025
– –
-10,889
79 80
81
82 83