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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
RDDT icon
1026
Reddit
RDDT
$27.1B
$1.46M ﹤0.01%
9,671
+294
+3% +$33.3K
RPG icon
1027
Invesco S&P 500 Pure Growth ETF
RPG
$2.01B
$1.45M ﹤0.01%
31,778
+6,356
+25% +$261K
MOH icon
1028
Molina Healthcare
MOH
$10.2B
$1.45M ﹤0.01%
4,865
+303
+7% +$95.2K
SMR icon
1029
NuScale Power
SMR
$2.91B
$1.45M ﹤0.01%
36,581
+12,208
+50% +$306K
QUS icon
1030
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.53B
$1.43M ﹤0.01%
8,785
+148
+2% +$23K
EMLP icon
1031
First Trust North American Energy Infrastructure Fund
EMLP
$4.11B
$1.43M ﹤0.01%
38,194
+7,943
+26% +$291K
TWLO icon
1032
Twilio
TWLO
$30B
$1.43M ﹤0.01%
11,477
+762
+7% +$81K
CP icon
1033
Canadian Pacific Kansas City
CP
$78.1B
$1.43M ﹤0.01%
17,995
-1,883
-9% -$145K
RSPT icon
1034
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.49B
$1.42M ﹤0.01%
34,935
+3,554
+11% +$129K
RVTY icon
1035
Revvity
RVTY
$12.6B
$1.42M ﹤0.01%
14,701
-304
-2% -$28.6K
HIMU
1036
iShares High Yield Muni Active ETF
HIMU
$2.38B
$1.42M ﹤0.01%
29,218
+257
+0.9% +$12.4K
OGE icon
1037
OGE Energy
OGE
$9.78B
$1.42M ﹤0.01%
31,987
+3,879
+14% +$172K
EWBC icon
1038
East-West Bancorp
EWBC
$17.9B
$1.42M ﹤0.01%
14,056
+5,349
+61% +$474K
NOBL icon
1039
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$1.42M ﹤0.01%
28,146
+4,866
+21% +$241K
PSEP icon
1040
Innovator US Equity Power Buffer ETF September
PSEP
$846M
$1.42M ﹤0.01%
34,645
-12,827
-27% -$500K
IBDX icon
1041
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
$1.42M ﹤0.01%
55,983
+5,050
+10% +$125K
HUBS icon
1042
HubSpot
HUBS
$12.2B
$1.41M ﹤0.01%
2,542
-273
-10% -$160K
DXJ icon
1043
WisdomTree Japan Hedged Equity Fund
DXJ
$7.08B
$1.41M ﹤0.01%
12,373
+27
+0.2% +$2.95K
CUK
1044
DELISTED
Carnival PLC
CUK
$1.41M ﹤0.01%
55,304
-1,334
-2% -$25.8K
FDN icon
1045
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.12B
$1.4M ﹤0.01%
5,190
+181
+4% +$43.5K
SUI icon
1046
Sun Communities
SUI
$15.2B
$1.39M ﹤0.01%
11,023
+1,215
+12% +$151K
HAP icon
1047
VanEck Natural Resources ETF
HAP
$302M
$1.39M ﹤0.01%
26,814
– –
JNPR
1048
DELISTED
Juniper Networks
JNPR
$1.39M ﹤0.01%
34,861
+9,057
+35% +$325K
CHKP icon
1049
Check Point Software Technologies
CHKP
$13B
$1.39M ﹤0.01%
6,276
+2,830
+82% +$623K
FE icon
1050
FirstEnergy
FE
$28B
$1.39M ﹤0.01%
34,484
-1,038
-3% -$42.8K
40 41
42
43 44

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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.