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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
RSSB icon
976
Return Stacked Global Stocks & Bonds ETF
RSSB
$510M
$1.62M ﹤0.01%
61,887
-150,473
-71% -$3.62M
VONV icon
977
Vanguard Russell 1000 Value ETF
VONV
$20.7B
$1.61M ﹤0.01%
18,876
+12,854
+213% +$1.05M
EEMA icon
978
iShares MSCI Emerging Markets Asia ETF
EEMA
$833M
$1.61M ﹤0.01%
19,477
-764
-4% -$58.2K
MLM icon
979
Martin Marietta Materials
MLM
$31.5B
$1.61M ﹤0.01%
2,924
+1,358
+87% +$718K
PXF icon
980
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.89B
$1.61M ﹤0.01%
27,953
+1,180
+4% +$64K
ILMN icon
981
Illumina
ILMN
$31B
$1.6M ﹤0.01%
16,749
+8,595
+105% +$698K
SYRE icon
982
Spyre Therapeutics
SYRE
$8.54B
$1.59M ﹤0.01%
+106,142
New +$1.57M
SNN icon
983
Smith & Nephew
SNN
$13.3B
$1.58M ﹤0.01%
51,728
-151
-0.3% -$4.26K
OXY icon
984
Occidental Petroleum
OXY
$56.8B
$1.58M ﹤0.01%
37,693
-14,829
-28% -$620K
XOP icon
985
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.74B
$1.58M ﹤0.01%
12,565
-10,792
-46% -$1.29M
CATY icon
986
Cathay General Bancorp
CATY
$4.22B
$1.58M ﹤0.01%
34,654
+8,791
+34% +$373K
SKYW icon
987
Skywest
SKYW
$4.24B
$1.58M ﹤0.01%
15,317
+8,889
+138% +$845K
AMCR icon
988
Amcor
AMCR
$20.8B
$1.57M ﹤0.01%
34,155
+25,392
+290% +$1.17M
MTB icon
989
M&T Bank
MTB
$35.7B
$1.57M ﹤0.01%
8,087
-1,345
-14% -$237K
RSPH icon
990
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$764M
$1.57M ﹤0.01%
53,713
+40,571
+309% +$1.15M
DIVO icon
991
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.5B
$1.57M ﹤0.01%
36,800
-8,052
-18% -$327K
FANG icon
992
Diamondback Energy
FANG
$57.1B
$1.56M ﹤0.01%
11,371
+476
+4% +$66K
UPST icon
993
Upstart Holdings
UPST
$2.63B
$1.56M ﹤0.01%
24,055
-1,606
-6% -$78.8K
ARW icon
994
Arrow Electronics
ARW
$11.1B
$1.55M ﹤0.01%
12,166
+7,128
+141% +$819K
UDR icon
995
UDR
UDR
$12.3B
$1.54M ﹤0.01%
37,802
-356
-0.9% -$14.7K
ROL icon
996
Rollins
ROL
$18.3B
$1.54M ﹤0.01%
27,355
+7,567
+38% +$425K
IBKR icon
997
Interactive Brokers
IBKR
$39.2B
$1.54M ﹤0.01%
27,759
-629
-2% -$29.8K
PSK icon
998
State Street SPDR ICE Preferred Securities ETF
PSK
$692M
$1.53M ﹤0.01%
48,324
-29,715
-38% -$939K
NICE icon
999
Nice
NICE
$5.79B
$1.53M ﹤0.01%
9,073
+3,693
+69% +$595K
KVUE icon
1000
Kenvue
KVUE
$36.9B
$1.53M ﹤0.01%
73,031
-10,763
-13% -$245K
38 39
40
41 42

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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.