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
2026
– –
-18,297
2027
– –
-6,033
2028
– –
-164,057
2029
– –
-23,544
2030
– –
-10,766
2031
– –
-8,009
2032
– –
-10,908
2033
– –
-13,445
2034
– –
-8,864
2035
– –
-157,561
2036
– –
-18,447
2037
– –
-10,424
2038
– –
-9,710
2039
– –
-4,011
2040
– –
-7,896
2041
– –
-4,230
2042
– –
-7,502
2043
– –
-13,442
2044
– –
-65,576
2045
– –
-10,487
2046
– –
-5,144
2047
– –
-6,487
2048
– –
-2,392
2049
– –
-9,359
2050
– –
-4,952
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