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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
VIS icon
1051
Vanguard Industrials ETF
VIS
$7.75B
$1.39M ﹤0.01%
4,946
-1,372
-22% -$354K
STM icon
1052
STMicroelectronics
STM
$43.4B
$1.38M ﹤0.01%
45,527
-14,344
-24% -$356K
WTRG icon
1053
Essential Utilities
WTRG
$11.7B
$1.38M ﹤0.01%
37,251
+5,616
+18% +$219K
SCHC icon
1054
Schwab International Small-Cap Equity ETF
SCHC
$5.67B
$1.38M ﹤0.01%
32,418
-3,831
-11% -$148K
CAG icon
1055
Conagra Brands
CAG
$7.29B
$1.38M ﹤0.01%
67,274
+5,217
+8% +$122K
HCI icon
1056
HCI Group
HCI
$2.31B
$1.38M ﹤0.01%
9,045
+19
+0.2% +$2.92K
INVH icon
1057
Invitation Homes
INVH
$16.1B
$1.37M ﹤0.01%
41,880
+7,720
+23% +$259K
ARTY
1058
iShares Future AI & Tech ETF
ARTY
$4.02B
$1.36M ﹤0.01%
33,265
-6,141
-16% -$215K
IOO icon
1059
iShares Global 100 ETF
IOO
$9.08B
$1.36M ﹤0.01%
12,650
+704
+6% +$69.9K
KHC icon
1060
The Kraft Heinz Company
KHC
$29.3B
$1.36M ﹤0.01%
52,816
-5,818
-10% -$161K
NBTB icon
1061
NBT Bancorp
NBTB
$2.69B
$1.36M ﹤0.01%
32,697
+131
+0.4% +$5.45K
CLOI icon
1062
VanEck CLO ETF
CLOI
$1.54B
$1.36M ﹤0.01%
25,633
+48
+0.2% +$2.53K
PAGP icon
1063
Plains GP Holdings
PAGP
$5.5B
$1.35M ﹤0.01%
69,628
-3,833
-5% -$71.4K
QLTA icon
1064
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.19B
$1.35M ﹤0.01%
28,267
-21,338
-43% -$1M
SFGV
1065
Sequoia Global Value ETF
SFGV
$1.17B
$1.35M ﹤0.01%
46,204
-46,204
-50% -$1.29M
ABR icon
1066
Arbor Realty Trust
ABR
$840M
$1.35M ﹤0.01%
126,324
-27,280
-18% -$287K
MFC icon
1067
Manulife Financial
MFC
$73.2B
$1.35M ﹤0.01%
42,277
+2,373
+6% +$73.1K
GBDC icon
1068
Golub Capital BDC
GBDC
$3.33B
$1.35M ﹤0.01%
92,004
+40,157
+77% +$585K
SPGM icon
1069
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.74B
$1.34M ﹤0.01%
19,474
– –
EEFT icon
1070
Euronet Worldwide
EEFT
$2.56B
$1.34M ﹤0.01%
13,219
+2,213
+20% +$229K
CATH icon
1071
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
$1.34M ﹤0.01%
17,743
-1,303
-7% -$90.6K
PECO icon
1072
Phillips Edison & Co
PECO
$4.85B
$1.34M ﹤0.01%
38,200
-16
-0% -$566
FQAL icon
1073
Fidelity Quality Factor ETF
FQAL
$1.42B
$1.34M ﹤0.01%
19,208
+1,576
+9% +$103K
NULG icon
1074
Nuveen ESG Large-Cap Growth ETF
NULG
$2.94B
$1.33M ﹤0.01%
14,174
-4
-0% -$338
IBDY icon
1075
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.17B
$1.33M ﹤0.01%
51,346
+5,499
+12% +$139K
41 42
43
44 45

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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.