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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
IBDW icon
926
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.57B
$1.82M ﹤0.01%
86,286
-17,665
-17% -$365K
FUTU icon
927
Futu Holdings
FUTU
$15.7B
$1.81M ﹤0.01%
14,613
+6,723
+85% +$687K
SIZE icon
928
iShares MSCI USA Size Factor ETF
SIZE
$426M
$1.81M ﹤0.01%
11,685
-699
-6% -$102K
DCO icon
929
Ducommun
DCO
$2.48B
$1.8M ﹤0.01%
21,842
-13,087
-37% -$870K
CHD icon
930
Church & Dwight Co
CHD
$22.6B
$1.79M ﹤0.01%
18,672
+5,508
+42% +$543K
LUV icon
931
Southwest Airlines
LUV
$19.7B
$1.79M ﹤0.01%
55,289
+5,367
+11% +$162K
HOLX
932
DELISTED
Hologic
HOLX
$1.79M ﹤0.01%
27,494
-25,295
-48% -$1.52M
IQV icon
933
IQVIA
IQV
$44.2B
$1.79M ﹤0.01%
11,343
+214
+2% +$32.2K
PINS icon
934
Pinterest
PINS
$10.4B
$1.79M ﹤0.01%
49,825
-246
-0.5% -$7.46K
BAX icon
935
Baxter International
BAX
$12B
$1.79M ﹤0.01%
58,980
-942
-2% -$28.6K
UNM icon
936
Unum
UNM
$15.1B
$1.78M ﹤0.01%
22,023
+2,030
+10% +$160K
AVRE icon
937
Avantis Real Estate ETF
AVRE
$859M
$1.77M ﹤0.01%
40,066
-75,298
-65% -$3.26M
MKC icon
938
McCormick & Company Non-Voting
MKC
$13.5B
$1.77M ﹤0.01%
23,334
-82
-0.4% -$6.14K
BMI icon
939
Badger Meter
BMI
$3.75B
$1.76M ﹤0.01%
7,202
-341
-5% -$77.2K
ZBRA icon
940
Zebra Technologies
ZBRA
$16.4B
$1.76M ﹤0.01%
5,716
-3,542
-38% -$962K
BWA icon
941
BorgWarner
BWA
$13B
$1.76M ﹤0.01%
52,643
+14,332
+37% +$439K
SPTM icon
942
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$1.76M ﹤0.01%
23,455
-953
-4% -$66.1K
NBIX icon
943
Neurocrine Biosciences
NBIX
$15.2B
$1.75M ﹤0.01%
13,961
+1,979
+17% +$227K
IVZ icon
944
Invesco
IVZ
$13.4B
$1.74M ﹤0.01%
110,641
+28,727
+35% +$413K
NTNX icon
945
Nutanix
NTNX
$18.8B
$1.74M ﹤0.01%
22,773
+3,631
+19% +$261K
RGLD icon
946
Royal Gold
RGLD
$21.3B
$1.73M ﹤0.01%
9,739
+2,608
+37% +$462K
FICO icon
947
Fair Isaac
FICO
$20.9B
$1.73M ﹤0.01%
944
-133
-12% -$250K
TXRH icon
948
Texas Roadhouse
TXRH
$11B
$1.72M ﹤0.01%
9,186
+5,947
+184% +$1.07M
OKLO
949
Oklo
OKLO
$7.4B
$1.71M ﹤0.01%
30,626
-7,855
-20% -$303K
UMMA icon
950
Wahed Dow Jones Islamic World ETF
UMMA
$289M
$1.71M ﹤0.01%
64,339
+17,592
+38% +$436K
36 37
38
39 40

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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.