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
$36.7B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,070
New
Increased
Reduced
Closed

Top Buys

1
+$450M
2
+$164M
3
+$142M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$137M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$130M

Top Sells

1
+$55.4M
2
+$54.8M
3
+$27.9M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$21.6M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$18.7M

Sector Composition

1 Technology 7.3%
2 Healthcare 4.34%
3 Financials 3.25%
4 Industrials 2.56%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-25,424
2027
– –
-11,448
2028
– –
-19,358
2029
– –
-13,686
2030
– –
-19,345
2031
– –
-3,312
2032
– –
-11,089
2033
– –
-17,823
2034
– –
-6,543
2035
– –
-1,315
2036
– –
-18,750
2037
– –
-53,423
2038
– –
-12,909
2039
– –
-35,030
2040
– –
-3,216
2041
– –
-7,882
2042
– –
-915
2043
– –
-4,234
2044
– –
-11,128
2045
– –
-10,000
2046
– –
-1,195
2047
– –
-6,688
2048
– –
-15,819
2049
– –
-5,269
2050
– –
-3,863
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