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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
ORI icon
851
Old Republic International
ORI
$9.78B
$2.18M ﹤0.01%
56,808
+23,001
+68% +$865K
VLTO icon
852
Veralto
VLTO
$23.2B
$2.18M ﹤0.01%
21,587
+8,546
+66% +$824K
AEE icon
853
Ameren
AEE
$28.8B
$2.17M ﹤0.01%
22,645
+108
+0.5% +$10.5K
HTH icon
854
Hilltop Holdings
HTH
$2.21B
$2.17M ﹤0.01%
71,531
+10,238
+17% +$304K
VOD icon
855
Vodafone
VOD
$40.5B
$2.17M ﹤0.01%
203,563
-98,147
-33% -$950K
TSN icon
856
Tyson Foods
TSN
$18.4B
$2.16M ﹤0.01%
38,664
+873
+2% +$50.2K
CWT icon
857
California Water Service
CWT
$2.96B
$2.15M ﹤0.01%
47,249
+593
+1% +$28.4K
DGRW icon
858
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17B
$2.14M ﹤0.01%
25,564
-1,735
-6% -$138K
PLUG icon
859
Plug Power
PLUG
$2.96B
$2.14M ﹤0.01%
1,435,724
+1,394,834
+3,411% +$1.39M
ONEQ icon
860
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$2.13M ﹤0.01%
26,590
+1,196
+5% +$86.2K
FLOT icon
861
iShares Floating Rate Bond ETF
FLOT
$10.8B
$2.13M ﹤0.01%
41,683
-22,332
-35% -$1.13M
SPHD icon
862
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.33B
$2.12M ﹤0.01%
44,598
-1,873
-4% -$88.5K
ZS icon
863
Zscaler
ZS
$32.2B
$2.11M ﹤0.01%
6,724
+695
+12% +$173K
SEZL
864
Sezzle
SEZL
$3.81B
$2.11M ﹤0.01%
11,767
-32,141
-73% -$2.84M
ZBH icon
865
Zimmer Biomet
ZBH
$18B
$2.11M ﹤0.01%
23,107
+4,338
+23% +$419K
UMI icon
866
USCF Midstream Energy Income Fund
UMI
$515M
$2.11M ﹤0.01%
41,286
-14,658
-26% -$727K
POCT icon
867
Innovator US Equity Power Buffer ETF October
POCT
$948M
$2.1M ﹤0.01%
50,776
-1,134
-2% -$44.7K
BBHY icon
868
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$621M
$2.09M ﹤0.01%
44,757
-3,176
-7% -$145K
VFH icon
869
Vanguard Financials ETF
VFH
$13.1B
$2.08M ﹤0.01%
16,328
-1,031
-6% -$123K
WY icon
870
Weyerhaeuser
WY
$15.6B
$2.07M ﹤0.01%
80,479
-56,422
-41% -$1.48M
RYAAY icon
871
Ryanair
RYAAY
$27.7B
$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
$4.93B
$2.06M ﹤0.01%
28,671
+2,919
+11% +$193K
INGR icon
874
Ingredion
INGR
$6.24B
$2.06M ﹤0.01%
15,154
+531
+4% +$71.7K
CRWV
875
CoreWeave
CRWV
$44.1B
$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 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.