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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
IEI icon
726
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$2.82M 0.01%
23,839
+784
+3% +$91.3K
SLB icon
727
SLB Ltd
SLB
$74.1B
$2.82M 0.01%
67,362
-10,117
-13% -$415K
FSLR icon
728
First Solar
FSLR
$25.4B
$2.81M 0.01%
22,262
+3,255
+17% +$508K
BABA icon
729
Alibaba
BABA
$308B
$2.81M 0.01%
21,268
-2,584
-11% -$298K
A icon
730
Agilent Technologies
A
$39.9B
$2.81M 0.01%
24,008
-24,423
-50% -$3.29M
CUZ icon
731
Cousins Properties
CUZ
$5.06B
$2.8M 0.01%
95,064
-10,850
-10% -$325K
DFAW icon
732
Dimensional World Equity ETF
DFAW
$1.62B
$2.75M 0.01%
44,815
+36,282
+425% +$2.3M
SCZ icon
733
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$2.73M 0.01%
42,947
-1,664
-4% -$105K
FNDA icon
734
Schwab Fundamental US Small Company Index ETF
FNDA
$9.34B
$2.71M 0.01%
98,804
+22,366
+29% +$654K
EMN icon
735
Eastman Chemical
EMN
$8.39B
$2.7M 0.01%
30,682
+228
+0.7% +$21.5K
VGIT icon
736
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$2.68M 0.01%
45,146
+10,534
+30% +$616K
EXEL icon
737
Exelixis
EXEL
$14.3B
$2.67M 0.01%
72,195
+25,974
+56% +$926K
CORP icon
738
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
$2.66M 0.01%
27,529
-91
-0.3% -$8.72K
SNOW icon
739
Snowflake
SNOW
$110B
$2.66M 0.01%
18,188
+6,613
+57% +$1.12M
SPSM icon
740
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$2.66M 0.01%
65,208
-7,712
-11% -$340K
TXT icon
741
Textron
TXT
$15.2B
$2.66M 0.01%
36,755
-3,296
-8% -$247K
AWK icon
742
American Water Works
AWK
$26.7B
$2.65M 0.01%
17,968
+2,761
+18% +$364K
HMC icon
743
Honda
HMC
$39.7B
$2.64M 0.01%
97,299
-5,799
-6% -$165K
IUSG icon
744
iShares Core S&P US Growth ETF
IUSG
$33.5B
$2.64M 0.01%
20,760
-1,194
-5% -$165K
VNLA icon
745
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
$2.64M 0.01%
53,628
+19,452
+57% +$954K
ICF icon
746
iShares Select U.S. REIT ETF
ICF
$2.1B
$2.63M 0.01%
42,750
+3,667
+9% +$224K
POR icon
747
Portland General Electric
POR
$5.79B
$2.62M 0.01%
58,794
+8,616
+17% +$369K
WSM icon
748
Williams-Sonoma
WSM
$29.2B
$2.62M 0.01%
16,555
+1,473
+10% +$285K
ZBRA icon
749
Zebra Technologies
ZBRA
$17.6B
$2.62M 0.01%
9,258
+6,184
+201% +$2.11M
MMS icon
750
Maximus
MMS
$3.32B
$2.6M 0.01%
38,147
+1,013
+3% +$72.2K
28 29
30
31 32

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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.