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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
CF icon
601
CF Industries
CF
$18.2B
$4.39M 0.01%
47,665
+26,220
+122% +$2.23M
COIN icon
602
Coinbase
COIN
$38.7B
$4.37M 0.01%
12,463
-2,212
-15% -$517K
NBIS
603
Nebius Group N.V.
NBIS
$54B
$4.34M 0.01%
90,696
-13,037
-13% -$449K
MDYG icon
604
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.85B
$4.34M 0.01%
49,927
-8,135
-14% -$665K
VPU
605
Vanguard Utilities ETF
VPU
$8.48B
$4.31M 0.01%
24,390
-1,453
-6% -$251K
DB icon
606
Deutsche Bank
DB
$69.8B
$4.3M 0.01%
146,932
+15,690
+12% +$414K
R icon
607
Ryder
R
$10.1B
$4.28M 0.01%
26,910
+2,474
+10% +$364K
IP icon
608
International Paper
IP
$21.9B
$4.27M 0.01%
91,223
-23,275
-20% -$1.1M
CCI icon
609
Crown Castle
CCI
$33.5B
$4.25M 0.01%
41,372
+3,421
+9% +$346K
GEN icon
610
Gen Digital
GEN
$16.9B
$4.24M 0.01%
144,220
+47,340
+49% +$1.29M
CTVA icon
611
Corteva
CTVA
$50.9B
$4.24M 0.01%
56,815
+94
+0.2% +$6.26K
CPT icon
612
Camden Property Trust
CPT
$11B
$4.23M 0.01%
37,580
+6,220
+20% +$718K
FIS icon
613
Fidelity National Information Services
FIS
$23.1B
$4.23M 0.01%
51,971
+7,711
+17% +$600K
ROK icon
614
Rockwell Automation
ROK
$53.5B
$4.23M 0.01%
12,722
-351
-3% -$100K
NTAP icon
615
NetApp
NTAP
$35.9B
$4.22M 0.01%
39,641
-54,919
-58% -$5.21M
XYL icon
616
Xylem
XYL
$27.8B
$4.22M 0.01%
32,651
-425
-1% -$51.5K
LYB icon
617
LyondellBasell Industries
LYB
$19.6B
$4.21M 0.01%
72,746
-5,693
-7% -$332K
TOL icon
618
Toll Brothers
TOL
$14.1B
$4.19M 0.01%
36,756
+7,821
+27% +$812K
SOFI icon
619
CALL
SoFi Technologies
SOFI
$23.3B
$4.18M 0.01%
+229,661
New +$3.03M
MBB icon
620
iShares MBS ETF
MBB
$38.8B
$4.18M 0.01%
44,533
-1,995
-4% -$185K
MPLX icon
621
MPLX
MPLX
$59.8B
$4.17M 0.01%
80,891
-419
-0.5% -$21.3K
RIVN icon
622
Rivian
RIVN
$22.2B
$4.17M 0.01%
303,148
+211,921
+232% +$2.88M
MPWR icon
623
Monolithic Power Systems
MPWR
$66B
$4.16M 0.01%
5,692
+605
+12% +$385K
MOAT icon
624
VanEck Morningstar Wide Moat ETF
MOAT
$12B
$4.16M 0.01%
44,380
-892
-2% -$78.3K
AMLP icon
625
Alerian MLP ETF
AMLP
$13B
$4.13M 0.01%
84,578
-3,995
-5% -$194K
23 24
25
26 27

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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.