Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $44.5B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$35.2B
AUM Growth
+$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,186
New
Increased
Reduced
Closed

Top Buys

1 +$252M
2 +$231M
3 +$224M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$221M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$208M

Top Sells

1 +$819M
2 +$432M
3 +$343M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$342M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$259M

Sector Composition

1 Technology 7.12%
2 Healthcare 4.31%
3 Financials 3.41%
4 Industrials 2.78%
5 Consumer Discretionary 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.81B 5.15%
23,643,973
+2,917,230
2
$1.77B 5.02%
3,672,746
+431,734
3
$1.73B 4.93%
17,640,346
+2,567,557
4
$1.44B 4.09%
45,055,024
+4,220,967
5
$1.37B 3.91%
7,337,780
+593,843
6
$1.05B 3%
25,793,306
+5,639,625
7
$878M 2.5%
17,505,655
+2,513,187
8
$832M 2.36%
26,312,470
+6,998,213
9
$818M 2.33%
1,943,227
+158,646
10
$818M 2.32%
16,625,796
+2,446,813
11
$669M 1.9%
17,049,142
+2,082,244
12
$569M 1.62%
21,267,162
+2,041,972
13
$563M 1.6%
5,220,682
+743,378
14
$560M 1.59%
5,345,878
+390,954
15
$545M 1.55%
14,831,851
+4,386,250
16
$538M 1.53%
691,379
-8,109
17
$459M 1.31%
2,009,880
+215,121
18
$395M 1.12%
14,645,691
+4,114,284
19
$386M 1.1%
2,347,360
-83,905
20
$379M 1.08%
4,192,590
+970,840
21
$348M 0.99%
664,340
-495,850
22
$330M 0.94%
626,923
+125,769
23
$329M 0.94%
7,830,299
+1,158,755
24
$323M 0.92%
1,431,305
+22,190
25
$314M 0.89%
14,933,688
-136,404