We are live on ! Find out more
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
GEHC icon
826
GE HealthCare
GEHC
$29.1B
$2.28M ﹤0.01%
30,757
+1,982
+7% +$138K
EQNR icon
827
Equinor
EQNR
$105B
$2.27M ﹤0.01%
90,446
+46,605
+106% +$1.13M
DTH icon
828
WisdomTree International High Dividend Fund
DTH
$662M
$2.27M ﹤0.01%
49,051
-4,080
-8% -$181K
CPAY icon
829
Corpay
CPAY
$26.5B
$2.27M ﹤0.01%
6,846
-2,412
-26% -$787K
JBHT icon
830
JB Hunt Transport Services
JBHT
$22.2B
$2.27M ﹤0.01%
15,814
+4,800
+44% +$664K
GPC icon
831
Genuine Parts
GPC
$18B
$2.27M ﹤0.01%
18,715
+283
+2% +$34K
ING icon
832
ING
ING
$105B
$2.27M ﹤0.01%
103,596
-2,916
-3% -$58.9K
DFSB icon
833
Dimensional Global Sustainability Fixed Income ETF
DFSB
$750M
$2.27M ﹤0.01%
43,206
+38,248
+771% +$1.97M
FNDA icon
834
Schwab Fundamental US Small Company Index ETF
FNDA
$8.84B
$2.26M ﹤0.01%
79,033
-19,771
-20% -$536K
FAF icon
835
First American
FAF
$7.35B
$2.25M ﹤0.01%
36,692
-1,255
-3% -$74.5K
IEF icon
836
iShares 7-10 Year Treasury Bond ETF
IEF
$41.6B
$2.24M ﹤0.01%
23,411
+1,350
+6% +$128K
PPG icon
837
PPG Industries
PPG
$23.4B
$2.24M ﹤0.01%
19,701
+1,617
+9% +$175K
SKY icon
838
Champion Homes
SKY
$4.62B
$2.24M ﹤0.01%
+35,726
New +$2.78M
HUBB icon
839
Hubbell
HUBB
$23.4B
$2.23M ﹤0.01%
5,463
-433
-7% -$161K
DT icon
840
Dynatrace
DT
$16.1B
$2.23M ﹤0.01%
40,392
+6,460
+19% +$324K
MGM icon
841
MGM Resorts International
MGM
$9.64B
$2.22M ﹤0.01%
64,578
+4,798
+8% +$152K
USFD icon
842
US Foods
USFD
$19.9B
$2.22M ﹤0.01%
28,811
+2,875
+11% +$205K
PDP icon
843
Invesco Dorsey Wright Momentum ETF
PDP
$1.43B
$2.21M ﹤0.01%
20,316
-11
-0.1% -$1.12K
EHC icon
844
Encompass Health
EHC
$12.1B
$2.2M ﹤0.01%
17,922
+306
+2% +$34.9K
INCY icon
845
Incyte
INCY
$25.9B
$2.19M ﹤0.01%
32,204
+12,661
+65% +$802K
FITB
846
Fifth Third Bancorp
FITB
$48.3B
$2.19M ﹤0.01%
53,263
-9,762
-15% -$366K
AM icon
847
Antero Midstream
AM
$10.1B
$2.19M ﹤0.01%
115,593
-76,941
-40% -$1.37M
EMN icon
848
Eastman Chemical
EMN
$7.57B
$2.19M ﹤0.01%
29,331
-1,351
-4% -$106K
AFRM icon
849
Affirm
AFRM
$23.7B
$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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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 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.