We are live on ! Find out more
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
GEHC icon
826
GE HealthCare
GEHC
$31.3B
$2.28M ﹤0.01%
30,757
+1,982
+7% +$138K
EQNR icon
827
Equinor
EQNR
$94.6B
$2.27M ﹤0.01%
90,446
+46,605
+106% +$1.13M
DTH icon
828
WisdomTree International High Dividend Fund
DTH
$654M
$2.27M ﹤0.01%
49,051
-4,080
-8% -$181K
CPAY icon
829
Corpay
CPAY
$25.1B
$2.27M ﹤0.01%
6,846
-2,412
-26% -$787K
JBHT icon
830
JB Hunt Transport Services
JBHT
$25.3B
$2.27M ﹤0.01%
15,814
+4,800
+44% +$664K
GPC icon
831
Genuine Parts
GPC
$17.6B
$2.27M ﹤0.01%
18,715
+283
+2% +$34K
ING icon
832
ING
ING
$100B
$2.27M ﹤0.01%
103,596
-2,916
-3% -$58.9K
DFSB icon
833
Dimensional Global Sustainability Fixed Income ETF
DFSB
$728M
$2.27M ﹤0.01%
43,206
+38,248
+771% +$1.97M
FNDA icon
834
Schwab Fundamental US Small Company Index ETF
FNDA
$9.25B
$2.26M ﹤0.01%
79,033
-19,771
-20% -$536K
FAF icon
835
First American
FAF
$7.67B
$2.25M ﹤0.01%
36,692
-1,255
-3% -$74.5K
IEF icon
836
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$2.24M ﹤0.01%
23,411
+1,350
+6% +$128K
PPG icon
837
PPG Industries
PPG
$25B
$2.24M ﹤0.01%
19,701
+1,617
+9% +$175K
SKY icon
838
Champion Homes
SKY
$4.35B
$2.24M ﹤0.01%
+35,726
New +$2.78M
HUBB icon
839
Hubbell
HUBB
$25B
$2.23M ﹤0.01%
5,463
-433
-7% -$161K
DT icon
840
Dynatrace
DT
$13B
$2.23M ﹤0.01%
40,392
+6,460
+19% +$324K
MGM icon
841
MGM Resorts International
MGM
$11.3B
$2.22M ﹤0.01%
64,578
+4,798
+8% +$152K
USFD icon
842
US Foods
USFD
$22B
$2.22M ﹤0.01%
28,811
+2,875
+11% +$205K
PDP icon
843
Invesco Dorsey Wright Momentum ETF
PDP
$1.46B
$2.21M ﹤0.01%
20,316
-11
-0.1% -$1.12K
EHC icon
844
Encompass Health
EHC
$11.1B
$2.2M ﹤0.01%
17,922
+306
+2% +$34.9K
INCY icon
845
Incyte
INCY
$24.1B
$2.19M ﹤0.01%
32,204
+12,661
+65% +$802K
FITB
846
Fifth Third Bancorp
FITB
$51.5B
$2.19M ﹤0.01%
53,263
-9,762
-15% -$366K
AM icon
847
Antero Midstream
AM
$10.5B
$2.19M ﹤0.01%
115,593
-76,941
-40% -$1.37M
EMN icon
848
Eastman Chemical
EMN
$8.22B
$2.19M ﹤0.01%
29,331
-1,351
-4% -$106K
AFRM icon
849
Affirm
AFRM
$25.4B
$2.19M ﹤0.01%
31,629
-10,527
-25% -$546K
CYBR
850
DELISTED
CyberArk
CYBR
$2.19M ﹤0.01%
5,372
+4,136
+335% +$1.51M
32 33
34
35 36

Similar funds

ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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.