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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
HRL icon
601
Hormel Foods
HRL
$13.9B
$4.08M 0.01%
131,717
-10,593
-7% -$315K
EXR icon
602
Extra Space Storage
EXR
$31.6B
$4.04M 0.01%
27,237
+3,551
+15% +$538K
CSHI icon
603
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.54B
$4.02M 0.01%
80,916
-364,217
-82% -$18.1M
WY icon
604
Weyerhaeuser
WY
$18.6B
$4.01M 0.01%
136,901
+478
+0.4% +$14.2K
MOAT icon
605
VanEck Morningstar Wide Moat ETF
MOAT
$12.2B
$3.98M 0.01%
45,272
-2,138
-5% -$197K
TEAM icon
606
Atlassian
TEAM
$28.6B
$3.98M 0.01%
21,625
+2,700
+14% +$712K
DOCU
607
DocuSign
DOCU
$10.9B
$3.97M 0.01%
48,817
+2,378
+5% +$208K
IBIT icon
608
iShares Bitcoin Trust
IBIT
$47.7B
$3.97M 0.01%
84,843
-41,739
-33% -$2.21M
CCI icon
609
Crown Castle
CCI
$31.8B
$3.95M 0.01%
37,951
-4,491
-11% -$419K
XYL icon
610
Xylem
XYL
$28.5B
$3.95M 0.01%
33,076
+1,905
+6% +$236K
BEN icon
611
Franklin Resources
BEN
$17.8B
$3.95M 0.01%
205,027
-24,222
-11% -$485K
MEDP icon
612
Medpace
MEDP
$16.2B
$3.93M 0.01%
12,906
+2,139
+20% +$720K
HLN icon
613
Haleon
HLN
$43.8B
$3.92M 0.01%
380,996
+114,115
+43% +$1.12M
J icon
614
Jacobs Solutions
J
$16.9B
$3.89M 0.01%
32,514
+1,050
+3% +$135K
BDX icon
615
Becton Dickinson
BDX
$46.5B
$3.89M 0.01%
16,984
+2,361
+16% +$548K
CBT icon
616
Cabot Corp
CBT
$4.29B
$3.87M 0.01%
46,600
+1,774
+4% +$153K
RWR icon
617
State Street SPDR Dow Jones REIT ETF
RWR
$1.98B
$3.87M 0.01%
39,090
+9,408
+32% +$939K
ESS icon
618
Essex Property Trust
ESS
$18.4B
$3.85M 0.01%
12,543
+994
+9% +$290K
CPT icon
619
Camden Property Trust
CPT
$11B
$3.84M 0.01%
31,360
+5,649
+22% +$664K
IXUS icon
620
iShares Core MSCI Total International Stock ETF
IXUS
$59.9B
$3.82M 0.01%
54,726
+3,648
+7% +$253K
IJT icon
621
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.48B
$3.81M 0.01%
30,638
-494
-2% -$66.1K
SMFG icon
622
Sumitomo Mitsui Financial
SMFG
$162B
$3.81M 0.01%
246,591
+61,173
+33% +$931K
XLC icon
623
State Street Communication Services Select Sector SPDR ETF
XLC
$22.2B
$3.79M 0.01%
39,258
-9,134
-19% -$912K
IBDV icon
624
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.28B
$3.77M 0.01%
173,595
+45,532
+36% +$979K
WWD icon
625
Woodward
WWD
$22.2B
$3.77M 0.01%
20,633
+682
+3% +$126K
23 24
25
26 27

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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.