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
$26.3B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,092
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$260M
3
+$163M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$152M
5
DFCA icon
Dimensional California Municipal Bond ETF
DFCA
+$142M

Top Sells

1
+$101M
2
+$70.8M
3
+$69.8M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$62.3M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$28M

Sector Composition

1 Technology 8.27%
2 Financials 3.38%
3 Healthcare 3.05%
4 Consumer Discretionary 2.53%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-20,740
2027
– –
-3,263
2028
– –
-7,072
2029
– –
-4,623
2030
– –
-4,516
2031
– –
-5,226
2032
– –
-6,128
2033
– –
-7,524
2034
– –
-2,716
2035
– –
-19,031
2036
– –
-10,719
2037
– –
-8,698
2038
– –
-3,859
2039
– –
-1,063
2040
– –
-3,980
2041
– –
-4,967
2042
– –
-52,972
2043
– –
-9,840
2044
– –
-18,743
2045
– –
-3,167
2046
– –
-10,984
2047
– –
-8,604
2048
– –
-5,898
2049
– –
-1,719
2050
– –
-10,000
80 81
82
83 84