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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
-0.5%
1 Year Est. Return
+18.3%
3 Year Est. Return
+51.43%
5 Year Est. Return
+55.53%
10 Year Est. Return
–
AUM
$43.6B
AUM Growth
+$2.61B
Cap. Flow
+$3.16B
Cap. Flow %
7.26%
Top 10 Hldgs %
38.92%
Holding
2,284
New
169
Increased
1,119
Reduced
819
Closed
140

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$269M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$253M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$214M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$177M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$163M

Top Sells

Rank Stock Value
1
KO icon
Coca-Cola
KO
+$33.1M
2
RJF icon
Raymond James Financial
RJF
+$20.8M
3
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$18.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$15.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$14.4M

Sector Composition

Rank Sector Weight
1 Technology 8.28%
2 Financials 3.81%
3 Healthcare 2.66%
4 Consumer Discretionary 2.43%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIG icon
451
American International
AIG
$41.8B
$7.27M 0.02%
83,580
-8,757
-9% -$681K
OKE icon
452
Oneok
OKE
$55.6B
$7.26M 0.02%
73,162
-5,010
-6% -$497K
GLW icon
453
Corning
GLW
$137B
$7.22M 0.02%
157,659
+2,343
+2% +$116K
PYPL icon
454
PayPal
PYPL
$50.1B
$7.21M 0.02%
110,656
+15,059
+16% +$1.17M
BALL icon
455
Ball Corp
BALL
$17B
$7.21M 0.02%
138,477
+22,747
+20% +$1.19M
IWP icon
456
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
$7.2M 0.02%
61,303
+13,194
+27% +$1.7M
SONY icon
457
Sony
SONY
$133B
$7.19M 0.02%
283,026
+40,039
+16% +$925K
MET icon
458
MetLife
MET
$62B
$7.18M 0.02%
89,487
+2,768
+3% +$230K
CARR icon
459
Carrier Global
CARR
$52.1B
$7.17M 0.02%
113,078
+1,178
+1% +$78.3K
TTEK icon
460
Tetra Tech
TTEK
$8.66B
$7.14M 0.02%
244,212
+3,252
+1% +$109K
IRM icon
461
Iron Mountain
IRM
$36.9B
$7.11M 0.02%
82,593
-4,362
-5% -$420K
CRWD icon
462
CrowdStrike
CRWD
$215B
$7.06M 0.02%
80,112
-3,212
-4% -$306K
SAN icon
463
Banco Santander
SAN
$207B
$6.98M 0.02%
1,041,802
+84,709
+9% +$496K
SNY icon
464
Sanofi
SNY
$102B
$6.94M 0.02%
125,165
+1,476
+1% +$79.9K
PNC icon
465
PNC Financial Services
PNC
$100B
$6.92M 0.02%
39,602
+5,471
+16% +$1.03M
IWS icon
466
iShares Russell Mid-Cap Value ETF
IWS
$16B
$6.89M 0.02%
54,763
-1,528
-3% -$199K
GLPI icon
467
Gaming and Leisure Properties
GLPI
$12.7B
$6.87M 0.02%
135,049
+2,193
+2% +$108K
ADSK icon
468
Autodesk
ADSK
$49.6B
$6.78M 0.02%
25,903
+1,989
+8% +$566K
MLI icon
469
Mueller Industries
MLI
$14.7B
$6.75M 0.02%
177,340
+11,724
+7% +$468K
GSY icon
470
Invesco Ultra Short Duration ETF
GSY
$3.9B
$6.65M 0.02%
132,621
+980
+0.7% +$49.2K
GSIE icon
471
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.08B
$6.64M 0.02%
186,376
-6,191
-3% -$218K
BIV icon
472
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$6.61M 0.02%
86,294
-29,077
-25% -$2.19M
MCO icon
473
Moody's
MCO
$83.7B
$6.6M 0.02%
14,183
-236
-2% -$114K
ACGL icon
474
Arch Capital
ACGL
$34.5B
$6.55M 0.02%
68,073
+29,717
+77% +$2.74M
FNDX icon
475
Schwab Fundamental US Large Company Index ETF
FNDX
$27.3B
$6.54M 0.02%
276,884
+45,372
+20% +$1.1M
17 18
19
20 21

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Mercer Global Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Mercer Global Advisors held 2,284 positions worth $43.6B, up 6.4% from $41B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Mercer Global Advisors deployed $3.16B of net new capital in Q1 2025, opening 169 new positions and adding to 1,119 existing holdings. Its largest new stake was Return Stacked Global Stocks & Bonds ETF: 212,360 shares worth $4.98M.

By sector, the portfolio is most concentrated in Technology at 8.3% of assets, down from 9.6% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Coca-Cola, an estimated $33.1M trimmed.

  • Mercer Global Advisors's largest Q1 2025 buy was Return Stacked Global Stocks & Bonds ETF: 212,360 shares worth $4.98M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q1 2025, an estimated $269M increase.
  • Mercer Global Advisors's biggest Q1 2025 reduction was Coca-Cola, cutting an estimated $33.1M.
  • Mercer Global Advisors fully exited Altair Engineering Inc in Q1 2025, selling an estimated $7.96M.
  • Mercer Global Advisors's ten largest holdings make up 39% of its $43.6B portfolio in Q1 2025.
  • Mercer Global Advisors opened 169 new positions and closed 140 in Q1 2025.
  • Mercer Global Advisors's portfolio value rose 6.4% quarter-over-quarter to $43.6B.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.