Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$155M
2
+$142M
3
+$127M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$119M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$84.1M

Top Sells

1
+$28.1M
2
+$26.4M
3
+$24.5M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$23.3M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$22.2M

Sector Composition

1 Technology 7.89%
2 Financials 3.64%
3 Healthcare 3.51%
4 Industrials 3.19%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-8,283
2027
– –
-29,857
2028
– –
-24,451
2029
– –
-7,900
2030
– –
-15,289
2031
– –
-3,166
2032
– –
-3,686
2033
– –
-1,235
2034
– –
-15,194
2035
– –
-36,432
2036
– –
-17,219
2037
– –
-51,773
2038
– –
-14,767
2039
– –
-15,010
2040
– –
-18,765
2041
– –
-1,058
2042
– –
-147,857
2043
– –
-11,384
2044
– –
-10,022
2045
– –
-665
2046
– –
-56,855
2047
– –
-13,036
2048
– –
-18,297
2049
– –
-6,033
2050
– –
-164,057
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