We are live on ! Find out more
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
TW icon
1076
Tradeweb Markets
TW
$21.4B
$1.33M ﹤0.01%
9,074
+1,325
+17% +$185K
PNOV icon
1077
Innovator US Equity Power Buffer ETF November
PNOV
$886M
$1.33M ﹤0.01%
33,588
-2
-0% -$75
TTC icon
1078
Toro Company
TTC
$8.75B
$1.32M ﹤0.01%
18,718
+4,060
+28% +$288K
WBS icon
1079
Webster Financial
WBS
$12.5B
$1.32M ﹤0.01%
24,221
+826
+4% +$41.2K
OVV icon
1080
Ovintiv
OVV
$17.3B
$1.32M ﹤0.01%
34,688
-1,836
-5% -$67.4K
DTM icon
1081
DT Midstream
DTM
$14.1B
$1.32M ﹤0.01%
11,978
+209
+2% +$21.2K
VCR icon
1082
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$1.31M ﹤0.01%
3,626
+150
+4% +$50.9K
JXN icon
1083
Jackson Financial
JXN
$8.53B
$1.31M ﹤0.01%
14,791
-527
-3% -$42.7K
NMR icon
1084
Nomura Holdings
NMR
$28.3B
$1.31M ﹤0.01%
199,496
-18,652
-9% -$109K
IMCG icon
1085
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.92B
$1.3M ﹤0.01%
16,239
+805
+5% +$59.9K
PFG icon
1086
Principal Financial Group
PFG
$24.3B
$1.3M ﹤0.01%
16,401
-780
-5% -$59.9K
KD icon
1087
Kyndryl
KD
$2.99B
$1.3M ﹤0.01%
31,039
+5,520
+22% +$200K
FTV icon
1088
Fortive
FTV
$17.9B
$1.3M ﹤0.01%
24,976
+2,819
+13% +$148K
DPZ icon
1089
Domino's
DPZ
$11.5B
$1.3M ﹤0.01%
2,887
+227
+9% +$107K
CVNA icon
1090
Carvana
CVNA
$68.6B
$1.3M ﹤0.01%
19,270
-12,845
-40% -$704K
BRO icon
1091
Brown & Brown
BRO
$23.6B
$1.3M ﹤0.01%
11,695
-141
-1% -$15.8K
FTI icon
1092
TechnipFMC
FTI
$28.1B
$1.28M ﹤0.01%
37,297
+6,140
+20% +$185K
DUOL icon
1093
Duolingo
DUOL
$6.28B
$1.28M ﹤0.01%
3,129
+960
+44% +$421K
UGI icon
1094
UGI
UGI
$7.74B
$1.28M ﹤0.01%
35,205
+2,289
+7% +$78.7K
BJ icon
1095
BJs Wholesale Club
BJ
$12.5B
$1.27M ﹤0.01%
11,823
+2,852
+32% +$325K
NTRS icon
1096
Northern Trust
NTRS
$33.3B
$1.27M ﹤0.01%
10,021
+1,785
+22% +$183K
IXJ icon
1097
iShares Global Healthcare ETF
IXJ
$4.07B
$1.27M ﹤0.01%
14,730
-1,523
-9% -$131K
JHMM icon
1098
John Hancock Multifactor Mid Cap ETF
JHMM
$5.92B
$1.27M ﹤0.01%
20,730
+684
+3% +$39.4K
RKLB icon
1099
Rocket Lab Corp
RKLB
$40.6B
$1.27M ﹤0.01%
35,381
+7,186
+25% +$176K
CLH icon
1100
Clean Harbors
CLH
$16.5B
$1.26M ﹤0.01%
5,459
-35
-0.6% -$7.66K
42 43
44
45 46

Similar funds

ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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.