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
2001
– –
-4,011
2002
– –
-13,600
2003
– –
-10,883
2004
– –
-7,136
2005
– –
-13,435
2006
– –
-541
2007
– –
-11,500
2008
– –
-4,234
2009
– –
-956
2010
– –
-13,686
2011
– –
-19,345
2012
– –
-3,312
2013
– –
-11,089
2014
– –
-17,823
2015
– –
-6,543
2016
– –
-1,315
2017
– –
-18,750
2018
– –
-53,423
2019
– –
-12,909
2020
– –
-35,030
2021
– –
-19,884
2022
– –
-3,216
2023
– –
-7,882
2024
– –
-915
2025
– –
-4,234
79 80
81
82 83