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 3.26%
4 Industrials 2.56%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-11,128
2027
– –
-10,000
2028
– –
-1,195
2029
– –
-6,688
2030
– –
-15,819
2031
– –
-5,269
2032
– –
-3,863
2033
– –
-800
2034
– –
-5,090
2035
– –
-4,144
2036
– –
-10,873
2037
– –
-16,102
2038
– –
-5,510
2039
– –
-12,194
2040
– –
-2,677
2041
– –
-11,664
2042
– –
-3,997
2043
– –
-9,707
2044
– –
-4,423
2045
– –
-1,966
2046
– –
-3,234
2047
– –
-10,300
2048
– –
-5,420
2049
– –
-3,586
2050
– –
-10,000
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