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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.3%
This Fund
S&P 500
This Quarter Est. Return
+8.17%
1 Year Est. Return
+18.3%
3 Year Est. Return
+51.43%
5 Year Est. Return
+55.53%
10 Year Est. Return
–
AUM
$49.1B
AUM Growth
+$5.51B
Cap. Flow
+$2.06B
Cap. Flow %
4.2%
Top 10 Hldgs %
38.5%
Holding
2,409
New
262
Increased
1,000
Reduced
942
Closed
161

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$208M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$191M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$185M
4
VTES icon
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
+$123M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$99.5M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.02B
2
NVDA icon
NVIDIA
NVDA
+$681M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$389M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$261M
5
META icon
Meta Platforms (Facebook)
META
+$226M

Sector Composition

Rank Sector Weight
1 Technology 4.14%
2 Financials 3.77%
3 Consumer Discretionary 2.59%
4 Healthcare 2.12%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEM icon
226
Newmont
NEM
$103B
$22.3M 0.05%
383,505
+115,791
+43% +$6.18M
SCHW
227
Charles Schwab
SCHW
$185B
$22.2M 0.05%
243,812
+22,399
+10% +$1.88M
FISV
228
Fiserv Inc
FISV
$29.7B
$22.2M 0.05%
128,643
-62,266
-33% -$11.3M
SO icon
229
Southern Company
SO
$107B
$22.2M 0.05%
241,471
-281
-0.1% -$25.2K
DFAX icon
230
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.3B
$22.1M 0.04%
751,383
-7,615
-1% -$210K
SHY icon
231
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$21.8M 0.04%
262,896
-77,007
-23% -$6.36M
IBMQ icon
232
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$661M
$21.8M 0.04%
856,888
+104,229
+14% +$2.63M
UAL icon
233
United Airlines
UAL
$43B
$21.7M 0.04%
272,949
+201,007
+279% +$14.8M
CMCSA icon
234
Comcast
CMCSA
$88.5B
$21.5M 0.04%
602,350
+17,140
+3% +$593K
LIN icon
235
Linde
LIN
$223B
$21.4M 0.04%
45,596
+8,363
+22% +$3.82M
CMF icon
236
iShares California Muni Bond ETF
CMF
$4.6B
$21.3M 0.04%
382,533
+73,371
+24% +$4.07M
CB icon
237
Chubb
CB
$134B
$21.2M 0.04%
73,051
-10,962
-13% -$3.15M
SMMV icon
238
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$292M
$20.9M 0.04%
497,382
-45,950
-8% -$1.9M
TDY icon
239
Teledyne Technologies
TDY
$31.7B
$20.8M 0.04%
40,623
-430
-1% -$207K
PANW icon
240
Palo Alto Networks
PANW
$299B
$20.7M 0.04%
101,174
+24,976
+33% +$4.64M
DON icon
241
WisdomTree US MidCap Dividend Fund
DON
$4.11B
$20.4M 0.04%
407,198
+32,363
+9% +$1.56M
VICI icon
242
VICI Properties
VICI
$29.3B
$20.4M 0.04%
626,748
+335,356
+115% +$10.7M
GEV icon
243
GE Vernova
GEV
$271B
$20.4M 0.04%
39,996
+3,360
+9% +$1.4M
RSG icon
244
Republic Services
RSG
$63.9B
$20.3M 0.04%
82,283
+13,218
+19% +$3.27M
XLE icon
245
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$20M 0.04%
472,258
+83,806
+22% +$3.49M
RMD icon
246
ResMed
RMD
$32.4B
$19.9M 0.04%
77,022
+10,345
+16% +$2.47M
VOE icon
247
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$19.6M 0.04%
119,241
+18,046
+18% +$2.86M
HYMB icon
248
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.18B
$19.5M 0.04%
788,459
+20,983
+3% +$517K
VONE icon
249
Vanguard Russell 1000 ETF
VONE
$8.55B
$19.4M 0.04%
69,130
-16,423
-19% -$4.27M
DOV icon
250
Dover
DOV
$28.3B
$19.4M 0.04%
105,663
+29,161
+38% +$5.07M
8 9
10
11 12

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Mercer Global Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Mercer Global Advisors held 2,409 positions worth $49.1B, up 13% from $43.6B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Mercer Global Advisors deployed $2.06B of net new capital in Q2 2025, opening 262 new positions and adding to 1,000 existing holdings. Its largest new stake was iShares iBonds Dec 2030 Term Muni Bond ETF: 634,029 shares worth $16.3M.

By sector, the portfolio is most concentrated in Technology at 4.1% of assets, down from 8.3% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was iShares Russell 1000 ETF, an estimated $71.3M trimmed.

  • Mercer Global Advisors's largest Q2 2025 buy was iShares iBonds Dec 2030 Term Muni Bond ETF: 634,029 shares worth $16.3M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q2 2025, an estimated $208M increase.
  • Mercer Global Advisors's biggest Q2 2025 reduction was iShares Russell 1000 ETF, cutting an estimated $71.3M.
  • Mercer Global Advisors fully exited Apple in Q2 2025, selling an estimated $1.02B.
  • Mercer Global Advisors's ten largest holdings make up 38% of its $49.1B portfolio in Q2 2025.
  • Mercer Global Advisors opened 262 new positions and closed 161 in Q2 2025.
  • Mercer Global Advisors's portfolio value rose 13% quarter-over-quarter to $49.1B.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.