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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
PODD icon
1351
Insulet
PODD
$11.5B
$756K ﹤0.01%
2,407
+396
+20% +$114K
SJM icon
1352
J.M. Smucker
SJM
$12.7B
$756K ﹤0.01%
7,696
+1,825
+31% +$201K
PIO icon
1353
Invesco Global Water ETF
PIO
$274M
$752K ﹤0.01%
16,824
-184
-1% -$7.71K
AEG icon
1354
Aegon
AEG
$14B
$751K ﹤0.01%
103,664
+11,359
+12% +$75.9K
BMO icon
1355
Bank of Montreal
BMO
$126B
$749K ﹤0.01%
6,767
-26
-0.4% -$2.62K
INVA icon
1356
Innoviva
INVA
$1.55B
$747K ﹤0.01%
37,184
+586
+2% +$11.3K
CNXC icon
1357
Concentrix
CNXC
$1.5B
$747K ﹤0.01%
14,125
+4,866
+53% +$257K
KALU icon
1358
Kaiser Aluminum
KALU
$2.61B
$743K ﹤0.01%
9,295
-1,862
-17% -$127K
HWC icon
1359
Hancock Whitney
HWC
$6.2B
$742K ﹤0.01%
+12,933
New +$688K
KEY icon
1360
KeyCorp
KEY
$24.2B
$740K ﹤0.01%
42,492
+1,020
+2% +$15.8K
TLH icon
1361
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$740K ﹤0.01%
7,284
-310
-4% -$31.1K
RWL icon
1362
Invesco S&P 500 Revenue ETF
RWL
$9.62B
$738K ﹤0.01%
7,074
-989
-12% -$97.9K
XPO icon
1363
XPO
XPO
$23.5B
$736K ﹤0.01%
5,828
+555
+11% +$62.3K
SMMU icon
1364
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.14B
$735K ﹤0.01%
14,644
– –
DFSV
1365
Dimensional US Small Cap Value ETF
DFSV
$8.19B
$731K ﹤0.01%
24,843
+7,647
+44% +$212K
WING icon
1366
Wingstop
WING
$3.53B
$729K ﹤0.01%
2,166
+870
+67% +$257K
LVS icon
1367
Las Vegas Sands
LVS
$31.7B
$729K ﹤0.01%
16,760
+8,707
+108% +$339K
KDP icon
1368
Keurig Dr Pepper
KDP
$42.3B
$729K ﹤0.01%
22,055
+10,690
+94% +$361K
GPK icon
1369
Graphic Packaging
GPK
$3.17B
$728K ﹤0.01%
34,566
+2,423
+8% +$56K
XT icon
1370
iShares Future Exponential Technologies ETF
XT
$3.82B
$728K ﹤0.01%
11,151
-1,768
-14% -$105K
OLED icon
1371
Universal Display
OLED
$3.68B
$721K ﹤0.01%
4,669
+2,602
+126% +$364K
CHE icon
1372
Chemed
CHE
$7.07B
$721K ﹤0.01%
1,480
-580
-28% -$330K
IYG icon
1373
iShares US Financial Services ETF
IYG
$2.16B
$720K ﹤0.01%
8,416
-49
-0.6% -$3.89K
INSW icon
1374
International Seaways
INSW
$4.76B
$720K ﹤0.01%
19,744
+3,658
+23% +$131K
DEI icon
1375
Douglas Emmett
DEI
$1.98B
$720K ﹤0.01%
47,868
+1,069
+2% +$15.4K
53 54
55
56 57

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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.