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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $80.9B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
+8.17%
1 Year Est. Return
+26.08%
3 Year Est. Return
+67.01%
5 Year Est. Return
+69.81%
10 Year Est. Return
–
AUM
$49.1B
AUM Growth
+$5.51B
Cap. Flow
-$2.15B
Cap. Flow %
-4.37%
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 Miscellaneous 80.59%
2 Technology 4.14%
3 Financials 3.77%
4 Consumer Discretionary 2.58%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDXX icon
776
Idexx Laboratories
IDXX
$39.9B
$2.63M 0.01%
4,897
-191
-4% -$91.3K
KGS icon
777
Kodiak Gas Services
KGS
$5.89B
$2.62M 0.01%
76,483
-49
-0.1% -$1.7K
ADM icon
778
Archer Daniels Midland
ADM
$42.5B
$2.62M 0.01%
49,645
+3,238
+7% +$158K
APAM icon
779
Artisan Partners
APAM
$2.59B
$2.61M 0.01%
58,868
-63,727
-52% -$2.55M
FRT icon
780
Federal Realty Investment Trust
FRT
$9.71B
$2.6M 0.01%
27,343
+3,182
+13% +$301K
IEI icon
781
iShares 3-7 Year Treasury Bond ETF
IEI
$17.3B
$2.59M 0.01%
21,767
-2,072
-9% -$244K
AVMC icon
782
Avantis US Mid Cap Equity ETF
AVMC
$489M
$2.58M 0.01%
38,999
-125,999
-76% -$7.86M
ON icon
783
ON Semiconductor
ON
$26.6B
$2.57M 0.01%
49,109
+14,694
+43% +$639K
WSM icon
784
Williams-Sonoma
WSM
$25.8B
$2.57M 0.01%
15,747
-808
-5% -$127K
ENB icon
785
Enbridge
ENB
$106B
$2.56M 0.01%
56,395
-8,867
-14% -$402K
VNO icon
786
Vornado Realty Trust
VNO
$6.5B
$2.55M 0.01%
66,709
-938
-1% -$35.1K
SMOT icon
787
VanEck Morningstar SMID Moat ETF
SMOT
$314M
$2.55M 0.01%
73,249
-3,390
-4% -$111K
ACWX icon
788
iShares MSCI ACWI ex US ETF
ACWX
$12.4B
$2.54M 0.01%
41,744
+584
+1% +$33.7K
IT icon
789
Gartner
IT
$11.9B
$2.54M 0.01%
6,274
+1,228
+24% +$514K
POR icon
790
Portland General Electric
POR
$5.65B
$2.53M 0.01%
62,221
+3,427
+6% +$144K
ES icon
791
Eversource Energy
ES
$26B
$2.53M 0.01%
39,691
+3,584
+10% +$221K
IDEV icon
792
iShares Core MSCI International Developed Markets ETF
IDEV
$32.4B
$2.51M 0.01%
32,958
+17,159
+109% +$1.24M
CNX icon
793
CNX Resources
CNX
$4.96B
$2.5M 0.01%
74,360
-103,369
-58% -$3.26M
CLX icon
794
Clorox
CLX
$10.3B
$2.5M 0.01%
20,852
+4,806
+30% +$641K
BBY icon
795
Best Buy
BBY
$19.8B
$2.5M 0.01%
37,262
-7,272
-16% -$494K
SNDR icon
796
Schneider National
SNDR
$5.71B
$2.5M 0.01%
103,536
+5,775
+6% +$134K
ISTB icon
797
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.1B
$2.5M 0.01%
51,387
-526
-1% -$25.4K
CORP icon
798
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.34B
$2.5M 0.01%
25,672
-1,857
-7% -$178K
SPSM icon
799
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.1B
$2.5M 0.01%
58,616
-6,592
-10% -$266K
ORA icon
800
Ormat Technologies
ORA
$5.99B
$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 withdrew a net $2.15B in Q2 2025, closing 161 positions and reducing 942 holdings. Its most notable exit was Apple, an estimated $1.02B position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, up from 74% a quarter earlier, followed by Technology and Financials.

Against the trend, Mercer Global Advisors opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF worth $16.3M.

  • 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.