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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
SHV icon
526
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$5.23M 0.01%
47,339
+5,780
+14% +$637K
PSI icon
527
Invesco Semiconductors ETF
PSI
$2.46B
$5.18M 0.01%
109,365
+2,890
+3% +$164K
NOC icon
528
Northrop Grumman
NOC
$79.1B
$5.15M 0.01%
10,058
-5,451
-35% -$2.6M
DFS
529
DELISTED
Discover Financial Services
DFS
$5.12M 0.01%
29,987
+3,010
+11% +$551K
DTE icon
530
DTE Energy
DTE
$29.2B
$5.1M 0.01%
36,905
+2,754
+8% +$351K
LYG icon
531
Lloyds Banking Group
LYG
$90.9B
$5.1M 0.01%
1,334,805
+12,607
+1% +$41.7K
NVDL icon
532
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.96B
$5.07M 0.01%
406,710
+22,404
+6% +$411K
DRI icon
533
Darden Restaurants
DRI
$23.8B
$5.06M 0.01%
24,366
-1,480
-6% -$286K
MUFG icon
534
Mitsubishi UFJ Financial
MUFG
$254B
$5.06M 0.01%
371,405
+39,527
+12% +$509K
SMH icon
535
VanEck Semiconductor ETF
SMH
$72.8B
$5.03M 0.01%
23,790
+5,429
+30% +$1.3M
ACWI icon
536
iShares MSCI ACWI ETF
ACWI
$33.6B
$5.02M 0.01%
43,132
-1,414
-3% -$169K
AMT icon
537
American Tower
AMT
$77B
$5.02M 0.01%
23,057
-13,707
-37% -$2.69M
RWO icon
538
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
$5.01M 0.01%
114,695
-7,742
-6% -$338K
RSSB icon
539
Return Stacked Global Stocks & Bonds ETF
RSSB
$531M
$4.98M 0.01%
+212,360
New +$5.06M
UAL icon
540
United Airlines
UAL
$43.6B
$4.97M 0.01%
71,942
+1,163
+2% +$110K
SSNC icon
541
SS&C Technologies
SSNC
$18.9B
$4.96M 0.01%
59,417
+8,112
+16% +$671K
AVRE icon
542
Avantis Real Estate ETF
AVRE
$873M
$4.96M 0.01%
115,364
+54,344
+89% +$2.33M
SRE icon
543
Sempra
SRE
$56.1B
$4.93M 0.01%
69,087
+2,590
+4% +$202K
BHP icon
544
BHP
BHP
$226B
$4.93M 0.01%
101,493
+7,318
+8% +$364K
PNW icon
545
Pinnacle West Capital
PNW
$12.3B
$4.93M 0.01%
51,710
+2,056
+4% +$184K
GSK icon
546
GSK
GSK
$104B
$4.88M 0.01%
120,003
-20,084
-14% -$735K
UTHR icon
547
United Therapeutics
UTHR
$22B
$4.87M 0.01%
15,803
+243
+2% +$83.3K
DOW icon
548
Dow Inc
DOW
$21.4B
$4.83M 0.01%
138,441
+58,795
+74% +$2.26M
BUD icon
549
AB InBev
BUD
$167B
$4.82M 0.01%
78,226
+21,723
+38% +$1.19M
SCHJ icon
550
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$848M
$4.81M 0.01%
195,051
+2,897
+2% +$71K
20 21
22
23 24

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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.