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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
MNST icon
626
Monster Beverage
MNST
$94.3B
$4.12M 0.01%
65,766
+23,248
+55% +$1.42M
TSCO icon
627
Tractor Supply
TSCO
$16.1B
$4.12M 0.01%
78,022
-1,416
-2% -$72.4K
CPRT icon
628
Copart
CPRT
$27B
$4.11M 0.01%
83,860
+17,894
+27% +$1M
VTIP icon
629
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$4.08M 0.01%
81,211
-8,065
-9% -$403K
ABNB icon
630
Airbnb
ABNB
$89.9B
$4.07M 0.01%
30,767
-5,099
-14% -$646K
RY icon
631
Royal Bank of Canada
RY
$291B
$4.07M 0.01%
30,928
+10,504
+51% +$1.28M
IBIT icon
632
iShares Bitcoin Trust
IBIT
$47B
$4.07M 0.01%
67,124
-17,719
-21% -$993K
HLN icon
633
Haleon
HLN
$43.5B
$4.06M 0.01%
391,918
+10,922
+3% +$115K
MEDP icon
634
Medpace
MEDP
$16.1B
$4.03M 0.01%
12,840
-66
-0.5% -$19.8K
EG icon
635
Everest Group
EG
$14.5B
$4.02M 0.01%
11,828
-16,530
-58% -$5.7M
DD icon
636
DuPont de Nemours
DD
$18.5B
$4M 0.01%
46,470
+474
+1% +$39.4K
GBTC icon
637
Grayscale Bitcoin Trust
GBTC
$9.59B
$3.98M 0.01%
46,963
-243
-0.5% -$18.9K
STX icon
638
Seagate
STX
$194B
$3.97M 0.01%
27,509
+1,225
+5% +$127K
DOCU
639
DocuSign
DOCU
$10.5B
$3.97M 0.01%
50,947
+2,130
+4% +$172K
MELI icon
640
Mercado Libre
MELI
$95.2B
$3.95M 0.01%
1,512
+236
+18% +$551K
LAMR icon
641
Lamar Advertising Co
LAMR
$16.2B
$3.95M 0.01%
32,532
+6,005
+23% +$697K
SNPS icon
642
Synopsys
SNPS
$74.4B
$3.94M 0.01%
7,680
-2,827
-27% -$1.32M
IXUS icon
643
iShares Core MSCI Total International Stock ETF
IXUS
$58.7B
$3.89M 0.01%
50,323
-4,403
-8% -$321K
ICF icon
644
iShares Select U.S. REIT ETF
ICF
$2.1B
$3.88M 0.01%
63,473
+20,723
+48% +$1.26M
VOOG icon
645
Vanguard S&P 500 Growth ETF
VOOG
$26.4B
$3.87M 0.01%
58,608
+15,480
+36% +$921K
J icon
646
Jacobs Solutions
J
$15.9B
$3.86M 0.01%
29,367
-3,147
-10% -$388K
QEFA icon
647
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.06B
$3.85M 0.01%
45,153
-2,385
-5% -$196K
KKR icon
648
KKR & Co
KKR
$91.1B
$3.85M 0.01%
28,944
+9,449
+48% +$1.11M
JHML icon
649
John Hancock Multifactor Large Cap ETF
JHML
$1.18B
$3.83M 0.01%
52,263
+197
+0.4% +$13.5K
JKHY icon
650
Jack Henry & Associates
JKHY
$10.9B
$3.83M 0.01%
21,256
-1,618
-7% -$287K
24 25
26
27 28

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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.