We are live on ! Find out more
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
SMCI icon
976
Super Micro Computer
SMCI
$19.6B
$1.39M ﹤0.01%
40,678
+5,563
+16% +$211K
PXF icon
977
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.94B
$1.39M ﹤0.01%
26,773
-1,367
-5% -$69.7K
FFIV icon
978
F5
FFIV
$23.4B
$1.39M ﹤0.01%
5,227
+1,301
+33% +$364K
WDAY icon
979
Workday
WDAY
$42.1B
$1.38M ﹤0.01%
5,911
+1,495
+34% +$382K
KEX icon
980
Kirby Corp
KEX
$7.01B
$1.37M ﹤0.01%
13,606
+571
+4% +$59.6K
DXJ icon
981
WisdomTree Japan Hedged Equity Fund
DXJ
$7.29B
$1.36M ﹤0.01%
12,346
+3,703
+43% +$407K
QUS icon
982
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.57B
$1.35M ﹤0.01%
8,637
-574
-6% -$91.1K
VDC icon
983
Vanguard Consumer Staples ETF
VDC
$7.99B
$1.35M ﹤0.01%
6,181
-568
-8% -$123K
CLOI icon
984
VanEck CLO ETF
CLOI
$1.5B
$1.35M ﹤0.01%
25,585
+586
+2% +$31K
UHS icon
985
Universal Health Services
UHS
$10.4B
$1.35M ﹤0.01%
7,241
+2,432
+51% +$444K
HCI icon
986
HCI Group
HCI
$2.28B
$1.35M ﹤0.01%
9,026
+23
+0.3% +$2.92K
SF
987
Stifel
SF
$12.8B
$1.34M ﹤0.01%
21,372
+7,770
+57% +$548K
CVNA icon
988
Carvana
CVNA
$76.4B
$1.34M ﹤0.01%
32,115
-4,515
-12% -$200K
NMR icon
989
Nomura Holdings
NMR
$29B
$1.34M ﹤0.01%
218,148
+23,361
+12% +$149K
XBI icon
990
State Street SPDR S&P Biotech ETF
XBI
$9.99B
$1.34M ﹤0.01%
16,491
+3,751
+29% +$335K
NTNX icon
991
Nutanix
NTNX
$16.5B
$1.34M ﹤0.01%
19,142
+7,610
+66% +$527K
HAP icon
992
VanEck Natural Resources ETF
HAP
$306M
$1.34M ﹤0.01%
26,814
– –
WBA
993
DELISTED
Walgreens Boots Alliance
WBA
$1.33M ﹤0.01%
121,957
+9,709
+9% +$105K
ORI icon
994
Old Republic International
ORI
$10.5B
$1.33M ﹤0.01%
33,807
+6,802
+25% +$249K
NBIX icon
995
Neurocrine Biosciences
NBIX
$16.4B
$1.33M ﹤0.01%
11,982
-130
-1% -$16.5K
AXS icon
996
AXIS Capital
AXS
$7.61B
$1.32M ﹤0.01%
13,127
+3,755
+40% +$347K
STM icon
997
STMicroelectronics
STM
$47.1B
$1.31M ﹤0.01%
59,871
+2,524
+4% +$62K
CGMS icon
998
Capital Group US Multi-Sector Income ETF
CGMS
$5.34B
$1.31M ﹤0.01%
+48,151
New +$1.32M
XLB icon
999
State Street Materials Select Sector SPDR ETF
XLB
$8.63B
$1.31M ﹤0.01%
30,572
-5,764
-16% -$252K
SRLN icon
1000
State Street Blackstone Senior Loan ETF
SRLN
$5.33B
$1.31M ﹤0.01%
31,945
+12,572
+65% +$523K
38 39
40
41 42

Similar funds

ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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.