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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
SCZ icon
751
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$2.84M 0.01%
39,046
-3,901
-9% -$264K
WEC icon
752
WEC Energy
WEC
$35.5B
$2.84M 0.01%
27,221
+39
+0.1% +$4.15K
EXEL icon
753
Exelixis
EXEL
$13.7B
$2.83M 0.01%
64,281
-7,914
-11% -$316K
VTR icon
754
Ventas
VTR
$47B
$2.83M 0.01%
44,822
-9,913
-18% -$647K
MMS icon
755
Maximus
MMS
$3.27B
$2.83M 0.01%
40,257
+2,110
+6% +$148K
TKR icon
756
Timken Company
TKR
$9.85B
$2.82M 0.01%
38,897
-529
-1% -$36K
TLT icon
757
iShares 20+ Year Treasury Bond ETF
TLT
$41.4B
$2.81M 0.01%
33,349
-7,791
-19% -$679K
MGK icon
758
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.3B
$2.81M 0.01%
38,325
+1,405
+4% +$92.6K
IGF icon
759
iShares Global Infrastructure ETF
IGF
$10.9B
$2.79M 0.01%
47,148
+14,646
+45% +$836K
IGM icon
760
iShares Expanded Tech Sector ETF
IGM
$10.3B
$2.77M 0.01%
24,627
-819
-3% -$80.4K
SCHH icon
761
Schwab US REIT ETF
SCHH
$11.5B
$2.77M 0.01%
130,694
-22,969
-15% -$481K
BR icon
762
Broadridge
BR
$18.2B
$2.75M 0.01%
11,329
-2,170
-16% -$516K
FALN icon
763
iShares Fallen Angels USD Bond ETF
FALN
$1.61B
$2.75M 0.01%
101,443
-5,733
-5% -$151K
TCAF icon
764
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.16B
$2.75M 0.01%
77,955
+5,140
+7% +$169K
MKL icon
765
Markel Group
MKL
$23.3B
$2.73M 0.01%
1,366
+98
+8% +$184K
LEN.B icon
766
Lennar Class B
LEN.B
$20.1B
$2.72M 0.01%
25,808
-64,519
-71% -$6.67M
BCC icon
767
Boise Cascade
BCC
$2.9B
$2.7M 0.01%
31,129
+1,115
+4% +$101K
MGV icon
768
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.2B
$2.7M 0.01%
20,564
+445
+2% +$55.8K
RWR icon
769
State Street SPDR Dow Jones REIT ETF
RWR
$1.99B
$2.69M 0.01%
27,872
-11,218
-29% -$1.08M
NVDY icon
770
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.39B
$2.68M 0.01%
160,060
+130,060
+434% +$2.01M
CUZ icon
771
Cousins Properties
CUZ
$5.18B
$2.68M 0.01%
89,122
-5,942
-6% -$168K
OC icon
772
Owens Corning
OC
$11.6B
$2.67M 0.01%
19,428
+3,509
+22% +$485K
ODFL icon
773
Old Dominion Freight Line
ODFL
$43.8B
$2.67M 0.01%
16,436
+1,667
+11% +$266K
BBWI icon
774
Bath & Body Works
BBWI
$4.2B
$2.65M 0.01%
88,445
+8,195
+10% +$240K
TTWO icon
775
Take-Two Interactive
TTWO
$45.9B
$2.64M 0.01%
10,861
+1,659
+18% +$374K
29 30
31
32 33

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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.