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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
ORI icon
851
Old Republic International
ORI
$10.5B
$2.18M ﹤0.01%
56,808
+23,001
+68% +$865K
VLTO icon
852
Veralto
VLTO
$23B
$2.18M ﹤0.01%
21,587
+8,546
+66% +$824K
AEE icon
853
Ameren
AEE
$30.3B
$2.17M ﹤0.01%
22,645
+108
+0.5% +$10.5K
HTH icon
854
Hilltop Holdings
HTH
$2.27B
$2.17M ﹤0.01%
71,531
+10,238
+17% +$304K
VOD icon
855
Vodafone
VOD
$36.1B
$2.17M ﹤0.01%
203,563
-98,147
-33% -$950K
TSN icon
856
Tyson Foods
TSN
$20.9B
$2.16M ﹤0.01%
38,664
+873
+2% +$50.2K
CWT icon
857
California Water Service
CWT
$3.11B
$2.15M ﹤0.01%
47,249
+593
+1% +$28.4K
DGRW icon
858
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.9B
$2.14M ﹤0.01%
25,564
-1,735
-6% -$138K
PLUG icon
859
Plug Power
PLUG
$2.86B
$2.14M ﹤0.01%
1,435,724
+1,394,834
+3,411% +$1.39M
ONEQ icon
860
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.6B
$2.13M ﹤0.01%
26,590
+1,196
+5% +$86.2K
FLOT icon
861
iShares Floating Rate Bond ETF
FLOT
$10.3B
$2.13M ﹤0.01%
41,683
-22,332
-35% -$1.13M
SPHD icon
862
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.38B
$2.12M ﹤0.01%
44,598
-1,873
-4% -$88.5K
ZS icon
863
Zscaler
ZS
$24.9B
$2.11M ﹤0.01%
6,724
+695
+12% +$173K
SEZL
864
Sezzle
SEZL
$5.4B
$2.11M ﹤0.01%
11,767
-32,141
-73% -$2.84M
ZBH icon
865
Zimmer Biomet
ZBH
$18.5B
$2.11M ﹤0.01%
23,107
+4,338
+23% +$419K
UMI icon
866
USCF Midstream Energy Income Fund
UMI
$505M
$2.11M ﹤0.01%
41,286
-14,658
-26% -$727K
POCT icon
867
Innovator US Equity Power Buffer ETF October
POCT
$967M
$2.1M ﹤0.01%
50,776
-1,134
-2% -$44.7K
BBHY icon
868
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$615M
$2.09M ﹤0.01%
44,757
-3,176
-7% -$145K
VFH icon
869
Vanguard Financials ETF
VFH
$13.6B
$2.08M ﹤0.01%
16,328
-1,031
-6% -$123K
WY icon
870
Weyerhaeuser
WY
$18B
$2.07M ﹤0.01%
80,479
-56,422
-41% -$1.48M
RYAAY icon
871
Ryanair
RYAAY
$30.9B
$2.06M ﹤0.01%
35,792
+2,352
+7% +$120K
ACIO icon
872
Aptus Collared Investment Opportunity ETF
ACIO
$2.38B
$2.06M ﹤0.01%
49,813
-70,000
-58% -$2.75M
PSN icon
873
Parsons
PSN
$5B
$2.06M ﹤0.01%
28,671
+2,919
+11% +$193K
INGR icon
874
Ingredion
INGR
$6.32B
$2.06M ﹤0.01%
15,154
+531
+4% +$71.7K
CRWV
875
CoreWeave
CRWV
$45.1B
$2.05M ﹤0.01%
+12,598
New +$1.16M
33 34
35
36 37

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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.