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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
CRTO icon
1426
Criteo S.A. Ordinary Shares
CRTO
$1.1B
$653K ﹤0.01%
27,243
-8,223
-23% -$232K
JBGS
1427
JBG SMITH
JBGS
$818M
$652K ﹤0.01%
37,684
-7,312
-16% -$119K
SCMB icon
1428
Schwab Municipal Bond ETF
SCMB
$3.98B
$650K ﹤0.01%
25,812
+49
+0.2% +$1.23K
ALGN icon
1429
Align Technology
ALGN
$12.1B
$649K ﹤0.01%
3,425
+558
+19% +$98.6K
JPSE icon
1430
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$591M
$648K ﹤0.01%
14,241
-2,739
-16% -$118K
TRI icon
1431
Thomson Reuters
TRI
$42.8B
$648K ﹤0.01%
3,171
-738
-19% -$141K
EVIM icon
1432
Eaton Vance Intermediate Municipal Income ETF
EVIM
$262M
$647K ﹤0.01%
+12,611
New +$645K
VTWG icon
1433
Vanguard Russell 2000 Growth ETF
VTWG
$1.47B
$646K ﹤0.01%
3,085
+8
+0.3% +$1.54K
VGM icon
1434
Invesco Trust Investment Grade Municipals
VGM
$548M
$646K ﹤0.01%
+68,105
New +$653K
FUTY icon
1435
Fidelity MSCI Utilities Index ETF
FUTY
$2.31B
$645K ﹤0.01%
12,259
-3,033
-20% -$156K
MC icon
1436
Moelis & Co
MC
$4.97B
$644K ﹤0.01%
10,342
-1,709
-14% -$95.9K
AXTA icon
1437
Axalta
AXTA
$7.66B
$644K ﹤0.01%
21,687
+6,267
+41% +$195K
TRP icon
1438
TC Energy
TRP
$70.2B
$642K ﹤0.01%
13,151
-2,614
-17% -$128K
ESNT icon
1439
Essent Group
ESNT
$6.08B
$640K ﹤0.01%
10,541
+1,044
+11% +$60.2K
VRE
1440
DELISTED
Veris Residential
VRE
$639K ﹤0.01%
42,917
+30,683
+251% +$472K
TRU icon
1441
TransUnion
TRU
$15.1B
$638K ﹤0.01%
7,245
-389
-5% -$32.4K
IGIB icon
1442
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$637K ﹤0.01%
11,958
-1,488
-11% -$77.7K
CNH
1443
CNH Industrial
CNH
$12.7B
$636K ﹤0.01%
49,083
+2,777
+6% +$34.3K
PPC icon
1444
Pilgrim's Pride
PPC
$6.51B
$636K ﹤0.01%
+14,136
New +$694K
CMC icon
1445
Commercial Metals
CMC
$7.6B
$633K ﹤0.01%
12,951
-3,304
-20% -$153K
AWI icon
1446
Armstrong World Industries
AWI
$7.38B
$632K ﹤0.01%
3,893
+2,349
+152% +$349K
SSB icon
1447
SouthState Bank Corp
SSB
$10.2B
$631K ﹤0.01%
6,861
-96
-1% -$8.43K
PEN icon
1448
Penumbra
PEN
$12.7B
$625K ﹤0.01%
2,434
+690
+40% +$188K
DFGP icon
1449
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.33B
$622K ﹤0.01%
+11,421
New +$611K
NXT icon
1450
Nextpower Inc
NXT
$13.6B
$621K ﹤0.01%
11,427
-3,303
-22% -$166K
56 57
58
59 60

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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.