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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
TPR icon
676
Tapestry
TPR
$31.4B
$3.64M 0.01%
41,409
+9,343
+29% +$708K
SCHJ icon
677
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$846M
$3.63M 0.01%
146,111
-48,940
-25% -$1.2M
COWZ icon
678
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
$3.62M 0.01%
65,617
-17,811
-21% -$943K
FNF icon
679
Fidelity National Financial
FNF
$13.9B
$3.61M 0.01%
64,447
-6,505
-9% -$380K
EMB icon
680
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$3.6M 0.01%
38,922
-10,030
-20% -$903K
PHO icon
681
Invesco Water Resources ETF
PHO
$2.03B
$3.56M 0.01%
50,932
-1,398
-3% -$92.8K
TAP icon
682
Molson Coors Class B
TAP
$7.86B
$3.56M 0.01%
74,025
+1,394
+2% +$76.8K
AIZ icon
683
Assurant
AIZ
$14B
$3.56M 0.01%
18,011
+538
+3% +$106K
TEAM icon
684
Atlassian
TEAM
$26.3B
$3.53M 0.01%
20,323
-1,302
-6% -$271K
LII icon
685
Lennox International
LII
$15B
$3.48M 0.01%
6,078
-83
-1% -$46.4K
TAK icon
686
Takeda Pharmaceutical
TAK
$53.7B
$3.48M 0.01%
225,234
-8,387
-4% -$124K
CBT icon
687
Cabot Corp
CBT
$4.62B
$3.48M 0.01%
46,397
-203
-0.4% -$15.5K
HSY icon
688
Hershey
HSY
$35.7B
$3.47M 0.01%
20,895
-549
-3% -$90.5K
FNDF icon
689
Schwab Fundamental International Large Company Index ETF
FNDF
$25B
$3.47M 0.01%
86,595
+5,667
+7% +$214K
VRSN icon
690
VeriSign
VRSN
$27B
$3.46M 0.01%
11,980
+2,174
+22% +$589K
HWM icon
691
Howmet Aerospace
HWM
$115B
$3.46M 0.01%
18,580
+1,333
+8% +$205K
EXPD icon
692
Expeditors International
EXPD
$22.3B
$3.44M 0.01%
30,121
-5,027
-14% -$563K
TDG icon
693
TransDigm Group
TDG
$71.9B
$3.44M 0.01%
2,260
-135
-6% -$190K
STWD icon
694
Starwood Property Trust
STWD
$5.92B
$3.43M 0.01%
171,084
-19,170
-10% -$372K
XYZ
695
Block Inc
XYZ
$48.9B
$3.43M 0.01%
50,454
-1,839
-4% -$107K
RIO icon
696
Rio Tinto
RIO
$156B
$3.42M 0.01%
58,650
-29,458
-33% -$1.74M
BAR icon
697
GraniteShares Gold Shares
BAR
$1.36B
$3.42M 0.01%
104,755
-17,193
-14% -$557K
NXPI icon
698
NXP Semiconductors
NXPI
$56.5B
$3.41M 0.01%
15,584
-705
-4% -$138K
IJT icon
699
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.37B
$3.39M 0.01%
25,491
-5,147
-17% -$645K
IJK icon
700
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$3.38M 0.01%
37,173
-5,530
-13% -$474K
26 27
28
29 30

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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.