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
201
$18.8M 0.05%
889,875
+870,010
202
$18.5M 0.05%
14,159,133
+13,201,774
203
$18.5M 0.05%
86,429
+7,668
204
$18.1M 0.05%
477,451
-3,741
205
$17.9M 0.05%
292,377
-19,095
206
$17.6M 0.05%
897,017
+5,246
207
$17.6M 0.05%
431,945
+52,284
208
$17.6M 0.05%
162,856
+53,461
209
$17.6M 0.05%
387,281
-35,834
210
$17.5M 0.05%
251,477
+15,362
211
$17.4M 0.05%
109,880
+7,965
212
$17.2M 0.05%
62,961
+51,708
213
$17.1M 0.05%
94,148
+4,273
214
$17.1M 0.05%
108,428
+5,763
215
$17M 0.05%
377,484
-87,532
216
$16.9M 0.05%
311,022
-60,102
217
$16.7M 0.05%
657,360
+95,093
218
$16.6M 0.05%
260,770
+7,828
219
$16.6M 0.05%
109,317
+1,867
220
$16.5M 0.05%
289,110
-43,959
221
$16.5M 0.05%
170,133
+10,082
222
$16.1M 0.04%
372,302
+28,543
223
$16.1M 0.04%
278,940
-59,127
224
$16M 0.04%
185,405
-78,383
225
$15.9M 0.04%
112,280
+2,582
7 8
9
10 11