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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
RSSB icon
976
Return Stacked Global Stocks & Bonds ETF
RSSB
$512M
$1.62M ﹤0.01%
61,887
-150,473
-71% -$3.62M
VONV icon
977
Vanguard Russell 1000 Value ETF
VONV
$22B
$1.61M ﹤0.01%
18,876
+12,854
+213% +$1.05M
EEMA icon
978
iShares MSCI Emerging Markets Asia ETF
EEMA
$895M
$1.61M ﹤0.01%
19,477
-764
-4% -$58.2K
MLM icon
979
Martin Marietta Materials
MLM
$35.1B
$1.61M ﹤0.01%
2,924
+1,358
+87% +$718K
PXF icon
980
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$3.02B
$1.61M ﹤0.01%
27,953
+1,180
+4% +$64K
ILMN icon
981
Illumina
ILMN
$36.9B
$1.6M ﹤0.01%
16,749
+8,595
+105% +$698K
SYRE icon
982
Spyre Therapeutics
SYRE
$8.07B
$1.59M ﹤0.01%
+106,142
New +$1.57M
SNN icon
983
Smith & Nephew
SNN
$11.6B
$1.58M ﹤0.01%
51,728
-151
-0.3% -$4.26K
OXY icon
984
Occidental Petroleum
OXY
$59.3B
$1.58M ﹤0.01%
37,693
-14,829
-28% -$620K
XOP icon
985
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.05B
$1.58M ﹤0.01%
12,565
-10,792
-46% -$1.29M
CATY icon
986
Cathay General Bancorp
CATY
$4.16B
$1.58M ﹤0.01%
34,654
+8,791
+34% +$373K
SKYW icon
987
Skywest
SKYW
$3.74B
$1.58M ﹤0.01%
15,317
+8,889
+138% +$845K
AMCR icon
988
Amcor
AMCR
$19.7B
$1.57M ﹤0.01%
34,155
+25,392
+290% +$1.17M
MTB icon
989
M&T Bank
MTB
$32.7B
$1.57M ﹤0.01%
8,087
-1,345
-14% -$237K
RSPH icon
990
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$858M
$1.57M ﹤0.01%
53,713
+40,571
+309% +$1.15M
DIVO icon
991
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.81B
$1.57M ﹤0.01%
36,800
-8,052
-18% -$327K
FANG icon
992
Diamondback Energy
FANG
$54.9B
$1.56M ﹤0.01%
11,371
+476
+4% +$66K
UPST icon
993
Upstart Holdings
UPST
$2.43B
$1.56M ﹤0.01%
24,055
-1,606
-6% -$78.8K
ARW icon
994
Arrow Electronics
ARW
$11B
$1.55M ﹤0.01%
12,166
+7,128
+141% +$819K
UDR icon
995
UDR
UDR
$11B
$1.54M ﹤0.01%
37,802
-356
-0.9% -$14.7K
ROL icon
996
Rollins
ROL
$15.9B
$1.54M ﹤0.01%
27,355
+7,567
+38% +$425K
IBKR icon
997
Interactive Brokers
IBKR
$40.2B
$1.54M ﹤0.01%
27,759
-629
-2% -$29.8K
PSK icon
998
State Street SPDR ICE Preferred Securities ETF
PSK
$667M
$1.53M ﹤0.01%
48,324
-29,715
-38% -$939K
NICE icon
999
Nice
NICE
$6.21B
$1.53M ﹤0.01%
9,073
+3,693
+69% +$595K
KVUE icon
1000
Kenvue
KVUE
$34.4B
$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 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.