Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
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
– –
-10,313
2027
– –
-1,992
2028
– –
-155,620
2029
– –
-311,522
2030
– –
-4,373
2031
– –
-10,974
2032
– –
-30,499
2033
– –
-12,452
2034
– –
-28,348
2035
– –
-26
2036
– –
-9,643
2037
– –
-13,761
2038
– –
-14,250
2039
– –
-6,118
2040
– –
-20,555
2041
– –
-2,473
2042
– –
-437,520
2043
– –
-12,419
2044
– –
-90,938
2045
– –
-9,622
2046
– –
-37,885
2047
– –
-10,669
2048
– –
-48,368
2049
– –
-1,590
2050
– –
-19,666
79 80 81
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