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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
-0.5%
1 Year Est. Return
+18.3%
3 Year Est. Return
+51.43%
5 Year Est. Return
+55.53%
10 Year Est. Return
–
AUM
$43.6B
AUM Growth
+$2.61B
Cap. Flow
+$3.16B
Cap. Flow %
7.26%
Top 10 Hldgs %
38.92%
Holding
2,284
New
169
Increased
1,119
Reduced
819
Closed
140

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$269M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$253M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$214M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$177M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$163M

Top Sells

Rank Stock Value
1
KO icon
Coca-Cola
KO
+$33.1M
2
RJF icon
Raymond James Financial
RJF
+$20.8M
3
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$18.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$15.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$14.4M

Sector Composition

Rank Sector Weight
1 Technology 8.28%
2 Financials 3.81%
3 Healthcare 2.66%
4 Consumer Discretionary 2.43%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
76
UnitedHealth
UNH
$376B
$75.3M 0.17%
143,736
-4,565
-3% -$2.33M
RSP icon
77
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$74.5M 0.17%
441,358
+103,367
+31% +$18.4M
SPOT icon
78
Spotify
SPOT
$103B
$69.9M 0.16%
128,073
+1,312
+1% +$733K
ABBV icon
79
AbbVie
ABBV
$443B
$68.9M 0.16%
331,589
-2,892
-0.9% -$562K
INTC icon
80
Intel
INTC
$455B
$67.9M 0.16%
2,987,935
-1,283
-0% -$28.1K
IWV icon
81
iShares Russell 3000 ETF
IWV
$19.6B
$67.3M 0.15%
211,735
+8,009
+4% +$2.69M
BRK.A icon
82
Berkshire Hathaway Class A
BRK.A
$1.1T
$64.7M 0.15%
81
+61
+305% +$44.5M
SYK icon
83
Stryker
SYK
$125B
$64.4M 0.15%
172,988
-6,139
-3% -$2.34M
IBDR icon
84
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$62.3M 0.14%
2,573,674
+371,132
+17% +$8.96M
IBDQ
85
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$62M 0.14%
2,464,751
+292,780
+13% +$7.35M
CVX icon
86
Chevron
CVX
$392B
$61.7M 0.14%
372,349
+2,766
+0.7% +$433K
APGE icon
87
Apogee Therapeutics
APGE
$10.1B
$61.3M 0.14%
1,640,180
+920,079
+128% +$35.6M
DFAS icon
88
Dimensional US Small Cap ETF
DFAS
$15.4B
$61.1M 0.14%
1,022,951
+227,132
+29% +$14.6M
AVUS icon
89
Avantis US Equity ETF
AVUS
$14B
$60.8M 0.14%
657,924
+217,151
+49% +$21.2M
IBDS icon
90
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$60.7M 0.14%
2,508,278
+381,612
+18% +$9.18M
IBDT icon
91
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$59.8M 0.14%
2,361,388
+383,831
+19% +$9.62M
VGSH icon
92
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$59.2M 0.14%
1,008,471
+501,838
+99% +$29.3M
ACN icon
93
Accenture
ACN
$102B
$58.4M 0.13%
199,584
-9,097
-4% -$3.21M
IAU icon
94
iShares Gold Trust
IAU
$62.9B
$57.3M 0.13%
971,068
-15,335
-2% -$830K
ORCL icon
95
Oracle
ORCL
$374B
$56.8M 0.13%
406,629
-21,869
-5% -$3.56M
BNDW icon
96
Vanguard Total World Bond ETF
BNDW
$1.88B
$56.7M 0.13%
824,723
+687,869
+503% +$47.1M
IBDU icon
97
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.03B
$56.7M 0.13%
2,449,807
+384,305
+19% +$8.81M
MRK icon
98
Merck
MRK
$322B
$55.8M 0.13%
621,578
-11,628
-2% -$1.09M
IJH icon
99
iShares Core S&P Mid-Cap ETF
IJH
$122B
$54.4M 0.12%
931,985
+50,077
+6% +$3.11M
SCHA icon
100
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$54.2M 0.12%
2,313,118
-85,748
-4% -$2.19M
2 3
4
5 6

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Mercer Global Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Mercer Global Advisors held 2,284 positions worth $43.6B, up 6.4% from $41B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Mercer Global Advisors deployed $3.16B of net new capital in Q1 2025, opening 169 new positions and adding to 1,119 existing holdings. Its largest new stake was Return Stacked Global Stocks & Bonds ETF: 212,360 shares worth $4.98M.

By sector, the portfolio is most concentrated in Technology at 8.3% of assets, down from 9.6% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Coca-Cola, an estimated $33.1M trimmed.

  • Mercer Global Advisors's largest Q1 2025 buy was Return Stacked Global Stocks & Bonds ETF: 212,360 shares worth $4.98M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q1 2025, an estimated $269M increase.
  • Mercer Global Advisors's biggest Q1 2025 reduction was Coca-Cola, cutting an estimated $33.1M.
  • Mercer Global Advisors fully exited Altair Engineering Inc in Q1 2025, selling an estimated $7.96M.
  • Mercer Global Advisors's ten largest holdings make up 39% of its $43.6B portfolio in Q1 2025.
  • Mercer Global Advisors opened 169 new positions and closed 140 in Q1 2025.
  • Mercer Global Advisors's portfolio value rose 6.4% quarter-over-quarter to $43.6B.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.