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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
AVGE icon
1101
Avantis All Equity Markets ETF
AVGE
$1.1B
$1.25M ﹤0.01%
16,148
-15,982
-50% -$1.16M
LULU icon
1102
lululemon athletica
LULU
$13.5B
$1.25M ﹤0.01%
5,250
-1,057
-17% -$291K
BC icon
1103
Brunswick
BC
$5.13B
$1.24M ﹤0.01%
22,503
+11,032
+96% +$558K
BRX icon
1104
Brixmor Property Group
BRX
$9.67B
$1.24M ﹤0.01%
47,717
-8,297
-15% -$211K
MTG icon
1105
MGIC Investment
MTG
$6.16B
$1.24M ﹤0.01%
44,535
+24,923
+127% +$641K
DECK icon
1106
Deckers Outdoor
DECK
$13.2B
$1.24M ﹤0.01%
12,019
+4,566
+61% +$506K
ASH icon
1107
Ashland
ASH
$3.33B
$1.24M ﹤0.01%
24,632
+14,645
+147% +$745K
IYF icon
1108
iShares US Financials ETF
IYF
$4.67B
$1.24M ﹤0.01%
10,230
+1,005
+11% +$113K
CMS icon
1109
CMS Energy
CMS
$22.6B
$1.23M ﹤0.01%
17,816
-836
-4% -$59.6K
VRIG icon
1110
Invesco Variable Rate Investment Grade ETF
VRIG
$1.8B
$1.23M ﹤0.01%
48,946
+31,433
+179% +$787K
BSM icon
1111
Black Stone Minerals
BSM
$3.18B
$1.22M ﹤0.01%
93,592
-1,272
-1% -$17.6K
XLB icon
1112
State Street Materials Select Sector SPDR ETF
XLB
$8.5B
$1.22M ﹤0.01%
27,822
-2,750
-9% -$117K
BSCP
1113
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$1.22M ﹤0.01%
58,877
-17,279
-23% -$358K
ARE icon
1114
Alexandria Real Estate Equities
ARE
$8.97B
$1.22M ﹤0.01%
16,736
+4,530
+37% +$337K
EAT icon
1115
Brinker International
EAT
$9.17B
$1.21M ﹤0.01%
6,726
+126
+2% +$19.8K
CRSP icon
1116
CRISPR Therapeutics
CRSP
$4.73B
$1.21M ﹤0.01%
24,882
+13,512
+119% +$523K
DG icon
1117
Dollar General
DG
$28B
$1.2M ﹤0.01%
10,520
-1,613
-13% -$160K
LKQ icon
1118
LKQ Corp
LKQ
$5.68B
$1.2M ﹤0.01%
32,491
-6,103
-16% -$243K
TNL icon
1119
Travel + Leisure Co
TNL
$4.66B
$1.2M ﹤0.01%
23,209
+5,549
+31% +$261K
AOS icon
1120
A.O. Smith
AOS
$8.17B
$1.2M ﹤0.01%
18,267
+2,003
+12% +$131K
RDN icon
1121
Radian Group
RDN
$5.18B
$1.19M ﹤0.01%
33,077
+2,276
+7% +$76.1K
FNDE icon
1122
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.72B
$1.19M ﹤0.01%
36,051
-5,905
-14% -$184K
VIOO icon
1123
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.15B
$1.19M ﹤0.01%
11,757
-25
-0.2% -$2.39K
MFG icon
1124
Mizuho Financial
MFG
$127B
$1.19M ﹤0.01%
213,534
+33,383
+19% +$173K
PHG icon
1125
Philips
PHG
$25.7B
$1.19M ﹤0.01%
51,283
-21,935
-30% -$492K
43 44
45
46 47

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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.