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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
IBDW icon
926
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.49B
$1.82M ﹤0.01%
86,286
-17,665
-17% -$365K
FUTU icon
927
Futu Holdings
FUTU
$14.7B
$1.81M ﹤0.01%
14,613
+6,723
+85% +$687K
SIZE icon
928
iShares MSCI USA Size Factor ETF
SIZE
$428M
$1.81M ﹤0.01%
11,685
-699
-6% -$102K
DCO icon
929
Ducommun
DCO
$2.7B
$1.8M ﹤0.01%
21,842
-13,087
-37% -$870K
CHD icon
930
Church & Dwight Co
CHD
$23.4B
$1.79M ﹤0.01%
18,672
+5,508
+42% +$543K
LUV icon
931
Southwest Airlines
LUV
$22B
$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
$38.7B
$1.79M ﹤0.01%
11,343
+214
+2% +$32.2K
PINS icon
934
Pinterest
PINS
$13.4B
$1.79M ﹤0.01%
49,825
-246
-0.5% -$7.46K
BAX icon
935
Baxter International
BAX
$13.5B
$1.79M ﹤0.01%
58,980
-942
-2% -$28.6K
UNM icon
936
Unum
UNM
$13.6B
$1.78M ﹤0.01%
22,023
+2,030
+10% +$160K
AVRE icon
937
Avantis Real Estate ETF
AVRE
$872M
$1.77M ﹤0.01%
40,066
-75,298
-65% -$3.26M
MKC icon
938
McCormick & Company Non-Voting
MKC
$13.7B
$1.77M ﹤0.01%
23,334
-82
-0.4% -$6.14K
BMI icon
939
Badger Meter
BMI
$3.89B
$1.76M ﹤0.01%
7,202
-341
-5% -$77.2K
ZBRA icon
940
Zebra Technologies
ZBRA
$14B
$1.76M ﹤0.01%
5,716
-3,542
-38% -$962K
BWA icon
941
BorgWarner
BWA
$13.1B
$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
$13.6B
$1.76M ﹤0.01%
23,455
-953
-4% -$66.1K
NBIX icon
943
Neurocrine Biosciences
NBIX
$16.8B
$1.75M ﹤0.01%
13,961
+1,979
+17% +$227K
IVZ icon
944
Invesco
IVZ
$13.1B
$1.74M ﹤0.01%
110,641
+28,727
+35% +$413K
NTNX icon
945
Nutanix
NTNX
$16B
$1.74M ﹤0.01%
22,773
+3,631
+19% +$261K
RGLD icon
946
Royal Gold
RGLD
$16.8B
$1.73M ﹤0.01%
9,739
+2,608
+37% +$462K
FICO icon
947
Fair Isaac
FICO
$24.3B
$1.73M ﹤0.01%
944
-133
-12% -$250K
TXRH icon
948
Texas Roadhouse
TXRH
$13.5B
$1.72M ﹤0.01%
9,186
+5,947
+184% +$1.07M
OKLO
949
Oklo
OKLO
$6.76B
$1.71M ﹤0.01%
30,626
-7,855
-20% -$303K
UMMA icon
950
Wahed Dow Jones Islamic World ETF
UMMA
$282M
$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 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.