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
– –
-24,451
2027
– –
-815
2028
– –
-6,415
2029
– –
-17,726
2030
– –
-19,188
2031
– –
-1,691
2032
– –
-63,073
2033
– –
-129,308
2034
$0 ﹤0.01%
11,800
2035
– –
-679
2036
– –
-1,715
2037
– –
-10,340
2038
– –
-3,265
2039
– –
-10,022
2040
– –
-2,612
2041
– –
-7,735
2042
– –
-13,624
2043
– –
-12,549
2044
– –
-8,140
2045
– –
-3,866
2046
– –
-5,676
2047
– –
-1,992
2048
– –
-155,620
2049
– –
-311,522
2050
– –
-4,373
79 80 81
82
83