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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
RS icon
451
Reliance Steel & Aluminium
RS
$20.9B
$7.87M 0.02%
25,063
-636
-2% -$188K
MET icon
452
MetLife
MET
$62B
$7.82M 0.02%
97,270
+7,783
+9% +$601K
EXC icon
453
Exelon
EXC
$47B
$7.78M 0.02%
179,103
+458
+0.3% +$20.4K
PAYX icon
454
Paychex
PAYX
$41.9B
$7.7M 0.02%
52,962
-2,437
-4% -$367K
MCHP icon
455
Microchip Technology
MCHP
$40.8B
$7.66M 0.02%
108,897
-10,886
-9% -$598K
BSJQ icon
456
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$889M
$7.66M 0.02%
328,423
-6,688
-2% -$155K
DELL icon
457
Dell
DELL
$277B
$7.65M 0.02%
62,417
-8,558
-12% -$875K
ALRM icon
458
Alarm.com
ALRM
$2.75B
$7.65M 0.02%
135,264
-65
-0% -$3.61K
IWP icon
459
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$7.63M 0.02%
54,993
-6,310
-10% -$798K
HPQ icon
460
HP
HPQ
$24.8B
$7.61M 0.02%
310,926
+15,340
+5% +$391K
LEN icon
461
Lennar Class A
LEN
$20.5B
$7.6M 0.02%
68,720
-53,729
-44% -$5.82M
NVR icon
462
NVR
NVR
$16.6B
$7.58M 0.02%
1,027
+14
+1% +$100K
PRIM icon
463
Primoris Services
PRIM
$4.77B
$7.56M 0.02%
96,983
+3,275
+3% +$222K
CLF icon
464
Cleveland-Cliffs
CLF
$6.4B
$7.56M 0.02%
+994,330
New +$7.39M
EA icon
465
Electronic Arts
EA
$53B
$7.55M 0.02%
47,293
+3,142
+7% +$465K
BSJR icon
466
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$868M
$7.55M 0.02%
332,394
-8,483
-2% -$191K
ESML icon
467
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.86B
$7.55M 0.02%
182,580
-15,127
-8% -$586K
PFF icon
468
iShares Preferred and Income Securities ETF
PFF
$13.3B
$7.54M 0.02%
245,695
-98,605
-29% -$2.97M
BSJT icon
469
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$562M
$7.53M 0.02%
350,032
-1,151
-0.3% -$24.3K
BSJS icon
470
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$733M
$7.52M 0.02%
341,181
-9,746
-3% -$211K
HPE icon
471
Hewlett Packard
HPE
$66.5B
$7.52M 0.02%
367,620
-103,699
-22% -$1.74M
JPST icon
472
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$7.43M 0.02%
146,577
-92,804
-39% -$4.69M
MLI icon
473
Mueller Industries
MLI
$14.7B
$7.4M 0.02%
186,156
+8,816
+5% +$333K
ECL icon
474
Ecolab
ECL
$78.6B
$7.36M 0.02%
27,304
-19,590
-42% -$4.98M
APD icon
475
Air Products & Chemicals
APD
$65.2B
$7.35M 0.02%
26,068
-216
-0.8% -$59.1K
17 18
19
20 21

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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.