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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
MUR icon
1676
Murphy Oil
MUR
$5.48B
$408K ﹤0.01%
18,119
+8,693
+92% +$194K
SGI
1677
Somnigroup International
SGI
$13.5B
$407K ﹤0.01%
5,988
-2,037
-25% -$128K
PDEC icon
1678
Innovator US Equity Power Buffer ETF December
PDEC
$983M
$407K ﹤0.01%
10,179
– –
CGMS icon
1679
Capital Group US Multi-Sector Income ETF
CGMS
$5.39B
$405K ﹤0.01%
14,646
-33,505
-70% -$908K
ARLP icon
1680
Alliance Resource Partners
ARLP
$3.33B
$404K ﹤0.01%
15,472
+826
+6% +$21.7K
IDCC icon
1681
InterDigital
IDCC
$8.48B
$404K ﹤0.01%
1,802
+274
+18% +$58.1K
BFAM icon
1682
Bright Horizons
BFAM
$3.34B
$403K ﹤0.01%
3,262
-286
-8% -$35.1K
CUBE icon
1683
CubeSmart
CUBE
$8.94B
$403K ﹤0.01%
9,483
+92
+1% +$3.81K
NTSX icon
1684
WisdomTree US Efficient Core Fund
NTSX
$1.36B
$402K ﹤0.01%
8,031
-70
-0.9% -$3.24K
BNS icon
1685
Scotiabank
BNS
$113B
$402K ﹤0.01%
7,273
+34
+0.5% +$1.73K
PBH icon
1686
Prestige Consumer Healthcare
PBH
$2.22B
$402K ﹤0.01%
5,034
+38
+0.8% +$3.18K
ACT icon
1687
Enact Holdings
ACT
$6.73B
$402K ﹤0.01%
10,816
-466
-4% -$16.5K
FOR icon
1688
Forestar Group
FOR
$1.35B
$402K ﹤0.01%
20,079
+2,091
+12% +$41.3K
WLK icon
1689
Westlake Corp
WLK
$9.03B
$400K ﹤0.01%
5,270
-3,765
-42% -$308K
ABM icon
1690
ABM Industries
ABM
$2.95B
$400K ﹤0.01%
8,473
+1,796
+27% +$86.8K
LEA icon
1691
Lear
LEA
$6.08B
$398K ﹤0.01%
4,195
+1,486
+55% +$131K
B
1692
Barrick Mining
B
$70B
$398K ﹤0.01%
19,094
+1,705
+10% +$33.3K
FMB icon
1693
First Trust Managed Municipal ETF
FMB
$2.01B
$397K ﹤0.01%
7,963
-15,604
-66% -$776K
RWX icon
1694
State Street SPDR Dow Jones International Real Estate ETF
RWX
$255M
$393K ﹤0.01%
14,330
+145
+1% +$3.79K
GTM
1695
ZoomInfo Technologies
GTM
$1.19B
$392K ﹤0.01%
38,696
+18,483
+91% +$171K
PBI icon
1696
Pitney Bowes
PBI
$2.37B
$391K ﹤0.01%
35,843
+4,908
+16% +$46.2K
ESSA
1697
DELISTED
ESSA Bancorp
ESSA
$391K ﹤0.01%
20,130
+123
+0.6% +$2.27K
STRL icon
1698
Sterling Infrastructure
STRL
$14.8B
$390K ﹤0.01%
+1,691
New +$295K
EXP icon
1699
Eagle Materials
EXP
$5.5B
$389K ﹤0.01%
1,923
-557
-22% -$120K
SKM icon
1700
SK Telecom
SKM
$13.6B
$388K ﹤0.01%
16,624
-1
-0% -$22
66 67
68
69 70

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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.