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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
EXE
1326
Expand Energy Corp
EXE
$20.5B
$792K ﹤0.01%
6,769
-1,393
-17% -$155K
MEMX icon
1327
Matthews Emerging Markets ex China Active ETF
MEMX
$56.5M
$791K ﹤0.01%
24,176
-30,976
-56% -$921K
IYJ icon
1328
iShares US Industrials ETF
IYJ
$1.9B
$788K ﹤0.01%
5,540
-26
-0.5% -$3.46K
BPOP icon
1329
Popular Inc
BPOP
$10.3B
$788K ﹤0.01%
7,146
+2,436
+52% +$241K
NWS icon
1330
News Corp Class B
NWS
$17.9B
$787K ﹤0.01%
22,944
+1,181
+5% +$37.4K
AIT icon
1331
Applied Industrial Technologies
AIT
$11.6B
$785K ﹤0.01%
3,375
+580
+21% +$132K
ESRT icon
1332
Empire State Realty Trust
ESRT
$708M
$783K ﹤0.01%
96,817
-11,499
-11% -$88K
MAIN icon
1333
Main Street Capital
MAIN
$5.26B
$782K ﹤0.01%
13,228
-80
-0.6% -$4.42K
PEGA icon
1334
Pegasystems
PEGA
$6.06B
$782K ﹤0.01%
14,442
+6,450
+81% +$292K
SUSC icon
1335
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$780K ﹤0.01%
33,596
+371
+1% +$8.46K
SMMT icon
1336
Summit Therapeutics
SMMT
$13.8B
$776K ﹤0.01%
36,452
-943
-3% -$21.5K
BKE icon
1337
Buckle
BKE
$2.06B
$775K ﹤0.01%
17,090
+1,879
+12% +$74.3K
MTCH icon
1338
Match Group
MTCH
$10B
$775K ﹤0.01%
25,075
-2,812
-10% -$84.1K
ELAN icon
1339
Elanco Animal Health
ELAN
$11.4B
$771K ﹤0.01%
53,999
-10,042
-16% -$117K
PVH icon
1340
PVH
PVH
$3.31B
$771K ﹤0.01%
11,237
+1,303
+13% +$94.6K
MWA icon
1341
Mueller Water Products
MWA
$3.55B
$770K ﹤0.01%
32,043
-2,606
-8% -$64.5K
NYF icon
1342
iShares New York Muni Bond ETF
NYF
$1.43B
$770K ﹤0.01%
14,761
-14,445
-49% -$751K
PXH icon
1343
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.06B
$768K ﹤0.01%
32,840
-879
-3% -$19.4K
AIVL icon
1344
WisdomTree US AI Enhanced Value Fund
AIVL
$416M
$766K ﹤0.01%
6,779
-11,634
-63% -$1.26M
PATH icon
1345
UiPath
PATH
$7.1B
$761K ﹤0.01%
59,447
+30,702
+107% +$368K
THO icon
1346
Thor Industries
THO
$3.63B
$761K ﹤0.01%
8,564
-433
-5% -$34.2K
BKLC icon
1347
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.72B
$760K ﹤0.01%
19,263
+66
+0.3% +$2.41K
BBAG icon
1348
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.04B
$760K ﹤0.01%
16,468
-2,253
-12% -$103K
AFG icon
1349
American Financial Group
AFG
$11.9B
$760K ﹤0.01%
6,021
-717
-11% -$89.7K
LADR
1350
Ladder Capital
LADR
$1.21B
$759K ﹤0.01%
70,581
-5,764
-8% -$60.5K
52 53
54
55 56

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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.