We are live on ! Find out more
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
CRTO icon
1426
Criteo S.A.
CRTO
$838M
$653K ﹤0.01%
27,243
-8,223
-23% -$232K
JBGS
1427
JBG SMITH
JBGS
$660M
$652K ﹤0.01%
37,684
-7,312
-16% -$119K
SCMB icon
1428
Schwab Municipal Bond ETF
SCMB
$4.11B
$650K ﹤0.01%
25,812
+49
+0.2% +$1.23K
ALGN icon
1429
Align Technology
ALGN
$10.7B
$649K ﹤0.01%
3,425
+558
+19% +$98.6K
JPSE icon
1430
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$580M
$648K ﹤0.01%
14,241
-2,739
-16% -$118K
TRI icon
1431
Thomson Reuters
TRI
$43.9B
$648K ﹤0.01%
3,171
-738
-19% -$141K
EVIM icon
1432
Eaton Vance Intermediate Municipal Income ETF
EVIM
$287M
$647K ﹤0.01%
+12,611
New +$645K
VTWG icon
1433
Vanguard Russell 2000 Growth ETF
VTWG
$1.45B
$646K ﹤0.01%
3,085
+8
+0.3% +$1.54K
VGM icon
1434
Invesco Trust Investment Grade Municipals
VGM
$518M
$646K ﹤0.01%
+68,105
New +$653K
FUTY icon
1435
Fidelity MSCI Utilities Index ETF
FUTY
$2.2B
$645K ﹤0.01%
12,259
-3,033
-20% -$156K
MC icon
1436
Moelis & Co
MC
$4.37B
$644K ﹤0.01%
10,342
-1,709
-14% -$95.9K
AXTA icon
1437
Axalta
AXTA
$7.12B
$644K ﹤0.01%
21,687
+6,267
+41% +$195K
TRP icon
1438
TC Energy
TRP
$63.8B
$642K ﹤0.01%
13,151
-2,614
-17% -$128K
ESNT icon
1439
Essent Group
ESNT
$6.1B
$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
$14.3B
$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
$21.7B
$636K ﹤0.01%
49,083
+2,777
+6% +$34.3K
PPC icon
1444
Pilgrim's Pride
PPC
$7.06B
$636K ﹤0.01%
+14,136
New +$694K
CMC icon
1445
Commercial Metals
CMC
$7.28B
$633K ﹤0.01%
12,951
-3,304
-20% -$153K
AWI icon
1446
Armstrong World Industries
AWI
$6.67B
$632K ﹤0.01%
3,893
+2,349
+152% +$349K
SSB icon
1447
SouthState Bank Corp
SSB
$10.1B
$631K ﹤0.01%
6,861
-96
-1% -$8.43K
PEN icon
1448
Penumbra
PEN
$12.5B
$625K ﹤0.01%
2,434
+690
+40% +$188K
DFGP icon
1449
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.51B
$622K ﹤0.01%
+11,421
New +$611K
NXT icon
1450
Nextpower Inc. Common Stock
NXT
$11.8B
$621K ﹤0.01%
11,427
-3,303
-22% -$166K
56 57
58
59 60

Similar funds

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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 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.