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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
VIS icon
1051
Vanguard Industrials ETF
VIS
$8.1B
$1.39M ﹤0.01%
4,946
-1,372
-22% -$354K
STM icon
1052
STMicroelectronics
STM
$46.7B
$1.38M ﹤0.01%
45,527
-14,344
-24% -$356K
WTRG icon
1053
Essential Utilities
WTRG
$11.3B
$1.38M ﹤0.01%
37,251
+5,616
+18% +$219K
SCHC icon
1054
Schwab International Small-Cap Equity ETF
SCHC
$5.39B
$1.38M ﹤0.01%
32,418
-3,831
-11% -$148K
CAG icon
1055
Conagra Brands
CAG
$6.94B
$1.38M ﹤0.01%
67,274
+5,217
+8% +$122K
HCI icon
1056
HCI Group
HCI
$2.23B
$1.38M ﹤0.01%
9,045
+19
+0.2% +$2.92K
INVH icon
1057
Invitation Homes
INVH
$17.7B
$1.37M ﹤0.01%
41,880
+7,720
+23% +$259K
ARTY
1058
iShares Future AI & Tech ETF
ARTY
$3.49B
$1.36M ﹤0.01%
33,265
-6,141
-16% -$215K
IOO icon
1059
iShares Global 100 ETF
IOO
$8.93B
$1.36M ﹤0.01%
12,650
+704
+6% +$69.9K
KHC icon
1060
Kraft Heinz
KHC
$30.7B
$1.36M ﹤0.01%
52,816
-5,818
-10% -$161K
NBTB icon
1061
NBT Bancorp
NBTB
$2.74B
$1.36M ﹤0.01%
32,697
+131
+0.4% +$5.45K
CLOI icon
1062
VanEck CLO ETF
CLOI
$1.49B
$1.36M ﹤0.01%
25,633
+48
+0.2% +$2.53K
PAGP icon
1063
Plains GP Holdings
PAGP
$5.21B
$1.35M ﹤0.01%
69,628
-3,833
-5% -$71.4K
QLTA icon
1064
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.24B
$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
$964M
$1.35M ﹤0.01%
126,324
-27,280
-18% -$287K
MFC icon
1067
Manulife Financial
MFC
$73.9B
$1.35M ﹤0.01%
42,277
+2,373
+6% +$73.1K
GBDC icon
1068
Golub Capital BDC
GBDC
$3.34B
$1.35M ﹤0.01%
92,004
+40,157
+77% +$585K
SPGM icon
1069
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.72B
$1.34M ﹤0.01%
19,474
– –
EEFT icon
1070
Euronet Worldwide
EEFT
$2.72B
$1.34M ﹤0.01%
13,219
+2,213
+20% +$229K
CATH icon
1071
Global X S&P 500 Catholic Values ETF
CATH
$1.28B
$1.34M ﹤0.01%
17,743
-1,303
-7% -$90.6K
PECO icon
1072
Phillips Edison & Co
PECO
$5.46B
$1.34M ﹤0.01%
38,200
-16
-0% -$566
FQAL icon
1073
Fidelity Quality Factor ETF
FQAL
$1.41B
$1.34M ﹤0.01%
19,208
+1,576
+9% +$103K
NULG icon
1074
Nuveen ESG Large-Cap Growth ETF
NULG
$2.67B
$1.33M ﹤0.01%
14,174
-4
-0% -$338
IBDY icon
1075
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$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 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.