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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
AA icon
651
Alcoa
AA
$11.8B
$3.83M 0.01%
129,751
+109,082
+528% +$2.95M
NGG icon
652
National Grid
NGG
$80.3B
$3.83M 0.01%
52,172
+22,467
+76% +$1.54M
AYI icon
653
Acuity Brands
AYI
$10B
$3.83M 0.01%
12,824
+66
+0.5% +$17.1K
CHTR icon
654
Charter Communications
CHTR
$17.2B
$3.82M 0.01%
9,344
+250
+3% +$95.7K
SHV icon
655
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$3.81M 0.01%
34,544
-12,795
-27% -$1.41M
RF icon
656
Regions Financial
RF
$26.9B
$3.8M 0.01%
161,554
+5,177
+3% +$110K
TTD icon
657
Trade Desk
TTD
$8.6B
$3.8M 0.01%
52,774
-760
-1% -$48.5K
SMCI icon
658
Super Micro Computer
SMCI
$18.5B
$3.78M 0.01%
77,141
+36,463
+90% +$1.41M
THC icon
659
Tenet Healthcare
THC
$20.1B
$3.75M 0.01%
21,311
+14,035
+193% +$2.11M
RGTI icon
660
Rigetti Computing
RGTI
$5.33B
$3.74M 0.01%
+315,015
New +$3.32M
GLDM icon
661
SPDR Gold MiniShares Trust
GLDM
$27.5B
$3.73M 0.01%
56,931
+11,160
+24% +$726K
DVN icon
662
Devon Energy
DVN
$51.4B
$3.73M 0.01%
117,172
+18,410
+19% +$586K
FERG icon
663
Ferguson
FERG
$48.5B
$3.71M 0.01%
17,059
-2,490
-13% -$458K
SYY icon
664
Sysco
SYY
$40.7B
$3.71M 0.01%
49,037
+2,633
+6% +$191K
LEU icon
665
Centrus Energy
LEU
$3.63B
$3.71M 0.01%
+20,253
New +$2.16M
DFIS icon
666
Dimensional International Small Cap ETF
DFIS
$5.82B
$3.7M 0.01%
124,050
-6,980
-5% -$193K
BALL icon
667
Ball Corp
BALL
$17.3B
$3.7M 0.01%
65,982
-72,495
-52% -$3.79M
KEYS icon
668
Keysight
KEYS
$55B
$3.7M 0.01%
22,558
+437
+2% +$66.6K
HRL icon
669
Hormel Foods
HRL
$13.9B
$3.7M 0.01%
122,174
-9,543
-7% -$288K
CNO icon
670
CNO Financial Group
CNO
$5.16B
$3.66M 0.01%
94,804
+8,621
+10% +$328K
SE icon
671
Sea Limited
SE
$68.1B
$3.65M 0.01%
24,826
+2,320
+10% +$336K
RWO icon
672
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.31B
$3.65M 0.01%
82,604
-32,091
-28% -$1.4M
IX icon
673
ORIX
IX
$43.7B
$3.64M 0.01%
161,787
-3,957
-2% -$81.2K
ARM icon
674
CALL
Arm
ARM
$255B
$3.64M 0.01%
+25,177
New +$3.13M
TAXF icon
675
American Century Diversified Municipal Bond ETF
TAXF
$684M
$3.64M 0.01%
74,340
-112,385
-60% -$5.47M
25 26
27
28 29

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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.