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
$22B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,101
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$144M
3
+$127M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$122M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$85.5M

Top Sells

1
+$28.1M
2
+$26.6M
3
+$24.5M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$23.4M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$22.5M

Sector Composition

1 Technology 7.9%
2 Financials 3.64%
3 Healthcare 3.51%
4 Industrials 3.18%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-10,974
2052
– –
-30,499
2053
– –
-5,170
2054
– –
-15,289
2055
– –
-3,166
2056
– –
-3,686
2057
– –
-1,235
2058
– –
-15,194
2059
– –
-36,432
2060
– –
-17,219
2061
– –
-51,773
2062
– –
-14,767
2063
– –
-15,010
2064
– –
-18,765
2065
– –
-1,058
2066
– –
-147,857
2067
– –
-12,452
2068
– –
-10,451
2069
– –
-6,885
2070
– –
-176,193
2071
– –
-43,881
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