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
$35.2B
AUM Growth
+$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,186
New
Increased
Reduced
Closed

Top Buys

1
+$251M
2
+$224M
3
+$215M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$210M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$198M

Top Sells

1
+$819M
2
+$417M
3
+$343M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$342M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$247M

Sector Composition

1 Technology 7.1%
2 Healthcare 4.31%
3 Financials 3.43%
4 Industrials 2.78%
5 Consumer Discretionary 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-959,042
2027
– –
-170,504
2028
– –
-11,542
2029
– –
-31,999
2030
– –
-5,853
2031
– –
-357
2032
– –
-156,327
2033
– –
-10,434
2034
– –
-43,452
2035
– –
-2,734
2036
– –
-6,906
2037
– –
-51,203
2038
– –
-5,088
2039
– –
-3,396
2040
– –
-2,899
2041
– –
-150,635
2042
– –
-11,468
2043
– –
-4,171
2044
– –
-25,461
2045
– –
-44,945
2046
– –
-30,000
2047
– –
-8,918
2048
– –
-11,000
2049
– –
-43,870
2050
$0 ﹤0.01%
25,515
+1,950
80 81
82
83 84