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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
BEN icon
576
Franklin Resources
BEN
$17.9B
$4.85M 0.01%
203,563
-1,464
-0.7% -$30.2K
EXPE icon
577
Expedia Group
EXPE
$35.8B
$4.81M 0.01%
28,487
+21,097
+285% +$3.42M
VONG icon
578
Vanguard Russell 1000 Growth ETF
VONG
$43.7B
$4.8M 0.01%
43,972
+11,013
+33% +$1.08M
SRE icon
579
Sempra
SRE
$57.3B
$4.78M 0.01%
63,103
-5,984
-9% -$444K
ROST icon
580
Ross Stores
ROST
$81.1B
$4.77M 0.01%
37,421
+10,572
+39% +$1.47M
GSK icon
581
GSK
GSK
$103B
$4.76M 0.01%
117,595
-2,408
-2% -$92K
WWD icon
582
Woodward
WWD
$21.5B
$4.73M 0.01%
19,311
-1,322
-6% -$270K
BIIB icon
583
Biogen
BIIB
$29.8B
$4.73M 0.01%
37,615
+28,690
+321% +$3.57M
G icon
584
Genpact
G
$5.96B
$4.72M 0.01%
107,337
+17,450
+19% +$790K
SOXX icon
585
iShares Semiconductor ETF
SOXX
$45.5B
$4.68M 0.01%
19,618
-3,525
-15% -$706K
ITGR icon
586
Integer Holdings
ITGR
$4.23B
$4.68M 0.01%
38,062
-301
-0.8% -$35.9K
HYG icon
587
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$4.66M 0.01%
57,733
+13,526
+31% +$1.07M
KMI icon
588
Kinder Morgan
KMI
$69.9B
$4.64M 0.01%
157,703
+7,971
+5% +$219K
EXR icon
589
Extra Space Storage
EXR
$31.6B
$4.61M 0.01%
31,238
+4,001
+15% +$582K
XLU icon
590
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
$4.59M 0.01%
112,396
+8,244
+8% +$328K
D icon
591
Dominion Energy
D
$60.5B
$4.57M 0.01%
80,882
+18,835
+30% +$1.03M
VRSK icon
592
Verisk Analytics
VRSK
$25.1B
$4.54M 0.01%
14,568
+129
+0.9% +$39.1K
GNR icon
593
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.77B
$4.52M 0.01%
83,396
-39,022
-32% -$2.04M
GDX icon
594
VanEck Gold Miners ETF
GDX
$23.2B
$4.52M 0.01%
86,872
-11,006
-11% -$546K
LYG icon
595
Lloyds Banking Group
LYG
$90.9B
$4.5M 0.01%
1,058,520
-276,285
-21% -$1.1M
VSS icon
596
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$4.49M 0.01%
33,427
-4,053
-11% -$500K
EGP icon
597
EastGroup Properties
EGP
$11.2B
$4.48M 0.01%
26,815
-181
-0.7% -$30.1K
BILS icon
598
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$4.46M 0.01%
44,824
+41,040
+1,085% +$4.07M
OTIS icon
599
Otis Worldwide
OTIS
$27.5B
$4.45M 0.01%
44,938
+128
+0.3% +$12.4K
VRT icon
600
Vertiv
VRT
$101B
$4.45M 0.01%
34,622
+16,660
+93% +$1.62M
22 23
24
25 26

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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.