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

Top Buys

1
+$252M
2
+$231M
3
+$224M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$221M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$208M

Top Sells

1
+$819M
2
+$432M
3
+$343M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$342M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$259M

Sector Composition

1 Technology 7.12%
2 Healthcare 4.31%
3 Financials 3.41%
4 Industrials 2.78%
5 Consumer Discretionary 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-4,940
2027
– –
-2,601
2028
– –
-13,367
2029
– –
-35,249
2030
– –
-88,162
2031
– –
-117,543
2032
– –
-10,850
2033
– –
-155,419
2034
– –
-16,524
2035
– –
-5,853
2036
– –
-4,286
2037
– –
-3,191
2038
– –
-11,274
2039
– –
-7,555
2040
– –
-18,100
2041
– –
-2,185
2042
$0 ﹤0.01%
17,700
2043
$0 ﹤0.01%
+10,000
2044
– –
-14,916
2045
– –
-7,047
2046
$0 ﹤0.01%
16,215
-335
2047
– –
-25,461
2048
– –
-30,000
2049
– –
-8,918
2050
– –
-11,000
80 81
82
83 84