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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
IDXX icon
776
Idexx Laboratories
IDXX
$45B
$2.63M 0.01%
4,897
-191
-4% -$91.3K
KGS icon
777
Kodiak Gas Services
KGS
$5.8B
$2.62M 0.01%
76,483
-49
-0.1% -$1.7K
ADM icon
778
Archer Daniels Midland
ADM
$37.6B
$2.62M 0.01%
49,645
+3,238
+7% +$158K
APAM icon
779
Artisan Partners
APAM
$2.96B
$2.61M 0.01%
58,868
-63,727
-52% -$2.55M
FRT icon
780
Federal Realty Investment Trust
FRT
$10.7B
$2.6M 0.01%
27,343
+3,182
+13% +$301K
IEI icon
781
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$2.59M 0.01%
21,767
-2,072
-9% -$244K
AVMC icon
782
Avantis US Mid Cap Equity ETF
AVMC
$473M
$2.58M 0.01%
38,999
-125,999
-76% -$7.86M
ON icon
783
ON Semiconductor
ON
$31.4B
$2.57M 0.01%
49,109
+14,694
+43% +$639K
WSM icon
784
Williams-Sonoma
WSM
$28.3B
$2.57M 0.01%
15,747
-808
-5% -$127K
ENB icon
785
Enbridge
ENB
$118B
$2.56M 0.01%
56,395
-8,867
-14% -$402K
VNO icon
786
Vornado Realty Trust
VNO
$7.51B
$2.55M 0.01%
66,709
-938
-1% -$35.1K
SMOT icon
787
VanEck Morningstar SMID Moat ETF
SMOT
$335M
$2.55M 0.01%
73,249
-3,390
-4% -$111K
ACWX icon
788
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$2.54M 0.01%
41,744
+584
+1% +$33.7K
IT icon
789
Gartner
IT
$10.2B
$2.54M 0.01%
6,274
+1,228
+24% +$514K
POR icon
790
Portland General Electric
POR
$5.89B
$2.53M 0.01%
62,221
+3,427
+6% +$144K
ES icon
791
Eversource Energy
ES
$26.9B
$2.53M 0.01%
39,691
+3,584
+10% +$221K
IDEV icon
792
iShares Core MSCI International Developed Markets ETF
IDEV
$31.8B
$2.51M 0.01%
32,958
+17,159
+109% +$1.24M
CNX icon
793
CNX Resources
CNX
$5.31B
$2.5M 0.01%
74,360
-103,369
-58% -$3.26M
CLX icon
794
Clorox
CLX
$11.8B
$2.5M 0.01%
20,852
+4,806
+30% +$641K
BBY icon
795
Best Buy
BBY
$17.9B
$2.5M 0.01%
37,262
-7,272
-16% -$494K
SNDR icon
796
Schneider National
SNDR
$6.11B
$2.5M 0.01%
103,536
+5,775
+6% +$134K
ISTB icon
797
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
$2.5M 0.01%
51,387
-526
-1% -$25.4K
CORP icon
798
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.57B
$2.5M 0.01%
25,672
-1,857
-7% -$178K
SPSM icon
799
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.3B
$2.5M 0.01%
58,616
-6,592
-10% -$266K
ORA icon
800
Ormat Technologies
ORA
$6B
$2.49M 0.01%
29,755
-5,982
-17% -$447K
30 31
32
33 34

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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.