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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
CSHI icon
726
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.54B
$3.08M 0.01%
61,861
-19,055
-24% -$946K
NOK icon
727
Nokia
NOK
$52.3B
$3.07M 0.01%
591,784
-29,875
-5% -$154K
NDSN icon
728
Nordson
NDSN
$16.9B
$3.06M 0.01%
14,271
-737
-5% -$147K
MRVL icon
729
CALL
Marvell Technology
MRVL
$174B
$3.02M 0.01%
+45,138
New +$2.82M
NFG icon
730
National Fuel Gas
NFG
$7.87B
$3.02M 0.01%
35,676
-4,879
-12% -$394K
DOW icon
731
Dow Inc
DOW
$21.6B
$3.02M 0.01%
114,044
-24,397
-18% -$710K
VEEV icon
732
Veeva Systems
VEEV
$33.5B
$3.02M 0.01%
10,481
+3,321
+46% +$824K
TROW icon
733
T. Rowe Price
TROW
$24.3B
$3.01M 0.01%
31,160
+14,896
+92% +$1.37M
REGN icon
734
Regeneron Pharmaceuticals
REGN
$78.2B
$3M 0.01%
5,710
-2,720
-32% -$1.52M
BP icon
735
BP
BP
$114B
$2.99M 0.01%
100,062
+1,226
+1% +$36K
IYE icon
736
iShares US Energy ETF
IYE
$1.74B
$2.98M 0.01%
65,853
-1,251
-2% -$55.3K
CHRW icon
737
C.H. Robinson
CHRW
$17.3B
$2.96M 0.01%
30,891
-11,234
-27% -$1.05M
HNDL icon
738
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$633M
$2.96M 0.01%
136,614
-303,011
-69% -$6.31M
EME icon
739
Emcor
EME
$36.1B
$2.93M 0.01%
5,484
+541
+11% +$239K
CSM icon
740
ProShares Large Cap Core Plus
CSM
$524M
$2.92M 0.01%
41,492
+19,320
+87% +$1.26M
SBAC icon
741
SBA Communications
SBAC
$19B
$2.91M 0.01%
12,403
+2,422
+24% +$554K
DFGR icon
742
Dimensional Global Real Estate ETF
DFGR
$3.86B
$2.91M 0.01%
108,382
-114,530
-51% -$3.01M
AON icon
743
Aon
AON
$75.9B
$2.91M 0.01%
8,149
-185
-2% -$67K
TYL icon
744
Tyler Technologies
TYL
$12.5B
$2.9M 0.01%
4,889
+1,907
+64% +$1.08M
VCTR icon
745
Victory Capital Holdings
VCTR
$6.49B
$2.89M 0.01%
45,414
-7,426
-14% -$447K
DWX icon
746
State Street SPDR S&P International Dividend ETF
DWX
$527M
$2.89M 0.01%
68,568
-9,596
-12% -$392K
HES
747
DELISTED
Hess
HES
$2.89M 0.01%
20,832
+471
+2% +$63.6K
CRBG icon
748
Corebridge Financial
CRBG
$14.1B
$2.87M 0.01%
80,979
-112,658
-58% -$3.5M
VSAT icon
749
Viasat
VSAT
$11.2B
$2.87M 0.01%
196,691
-132,697
-40% -$1.34M
MT icon
750
ArcelorMittal
MT
$54.2B
$2.86M 0.01%
90,570
+63,198
+231% +$1.87M
28 29
30
31 32

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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.