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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
MAA icon
501
Mid-America Apartment Communities
MAA
$15.5B
$6.57M 0.01%
44,002
-993
-2% -$155K
TOST icon
502
Toast
TOST
$19B
$6.57M 0.01%
148,300
+18,892
+15% +$742K
NOC icon
503
Northrop Grumman
NOC
$77.9B
$6.53M 0.01%
13,051
+2,993
+30% +$1.47M
IMCB icon
504
iShares Morningstar Mid-Cap ETF
IMCB
$1.67B
$6.5M 0.01%
+81,572
New +$6.11M
NUE icon
505
Nucor
NUE
$59.5B
$6.49M 0.01%
50,087
-620
-1% -$72.5K
NET icon
506
Cloudflare
NET
$100B
$6.48M 0.01%
33,111
+4,057
+14% +$589K
BTI icon
507
British American Tobacco
BTI
$128B
$6.44M 0.01%
136,161
+5,804
+4% +$257K
JMST icon
508
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.09B
$6.35M 0.01%
124,674
+12,577
+11% +$638K
CTAS icon
509
Cintas
CTAS
$81.6B
$6.33M 0.01%
28,383
+2,238
+9% +$482K
VHT icon
510
Vanguard Health Care ETF
VHT
$18.1B
$6.3M 0.01%
25,361
+1,391
+6% +$344K
IWN icon
511
iShares Russell 2000 Value ETF
IWN
$14.5B
$6.26M 0.01%
39,682
-1,467
-4% -$218K
TER icon
512
Teradyne
TER
$57.2B
$6.23M 0.01%
69,303
+47,696
+221% +$3.81M
XLV icon
513
State Street Health Care Select Sector SPDR ETF
XLV
$41.8B
$6.19M 0.01%
45,940
-5,853
-11% -$790K
IJJ icon
514
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.91B
$6.19M 0.01%
50,072
+6,125
+14% +$721K
BIV icon
515
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$6.18M 0.01%
79,872
-6,422
-7% -$489K
SNOW icon
516
CALL
Snowflake
SNOW
$107B
$6.15M 0.01%
+27,591
New +$4.99M
SLYV icon
517
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5B
$6.15M 0.01%
77,046
-31,653
-29% -$2.4M
CCJ icon
518
Cameco
CCJ
$39.1B
$6.14M 0.01%
82,720
+69,139
+509% +$3.69M
TTE icon
519
TotalEnergies
TTE
$193B
$6.1M 0.01%
99,341
-1,453
-1% -$86.2K
XLY icon
520
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$6.07M 0.01%
55,864
-6,528
-10% -$668K
NDAQ icon
521
Nasdaq
NDAQ
$52.6B
$6.07M 0.01%
67,874
+29,504
+77% +$2.36M
PRU icon
522
Prudential Financial
PRU
$42.7B
$6.06M 0.01%
56,447
-510
-0.9% -$52.8K
OKE icon
523
Oneok
OKE
$55.6B
$5.98M 0.01%
73,242
+80
+0.1% +$6.67K
AVB icon
524
AvalonBay Communities
AVB
$27B
$5.95M 0.01%
29,221
+283
+1% +$57.9K
PRFZ icon
525
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.81B
$5.92M 0.01%
145,443
-5,587
-4% -$213K
19 20
21
22 23

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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.