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
201
$15.4M 0.07%
187,036
+82,498
202
$15.1M 0.07%
203,761
+75,780
203
$15.1M 0.07%
18,404
-489
204
$15.1M 0.07%
154,047
-205
205
$15M 0.07%
148,729
-10,137
206
$15M 0.07%
56,962
-1,767
207
$15M 0.07%
97,204
+803
208
$14.5M 0.07%
304,566
-29,798
209
$14.5M 0.07%
63,317
-9,197
210
$14.5M 0.07%
251,893
-48,155
211
$14.4M 0.07%
36,474
-130
212
$14.4M 0.07%
31,085
-2,916
213
$14.3M 0.06%
289,339
-3,605
214
$14.1M 0.06%
245,254
-13,248
215
$14M 0.06%
72,076
+3,289
216
$13.8M 0.06%
370,903
+37,738
217
$13.8M 0.06%
142,705
+79,618
218
$13.6M 0.06%
223,702
+31,569
219
$13.6M 0.06%
71,256
+11,142
220
$13.6M 0.06%
136,764
-12,920
221
$13.6M 0.06%
2,434
-222
222
$13.5M 0.06%
175,371
-3,650
223
$13.5M 0.06%
169,310
-4,356
224
$13.3M 0.06%
190,492
-2,277
225
$13.2M 0.06%
129,938
+3,515
7 8
9
10 11