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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
MUR icon
1676
Murphy Oil
MUR
$5.7B
$408K ﹤0.01%
18,119
+8,693
+92% +$194K
SGI
1677
Somnigroup International
SGI
$13.7B
$407K ﹤0.01%
5,988
-2,037
-25% -$128K
PDEC icon
1678
Innovator US Equity Power Buffer ETF December
PDEC
$985M
$407K ﹤0.01%
10,179
– –
CGMS icon
1679
Capital Group US Multi-Sector Income ETF
CGMS
$5.18B
$405K ﹤0.01%
14,646
-33,505
-70% -$908K
ARLP icon
1680
Alliance Resource Partners
ARLP
$3.34B
$404K ﹤0.01%
15,472
+826
+6% +$21.7K
IDCC icon
1681
InterDigital
IDCC
$7.87B
$404K ﹤0.01%
1,802
+274
+18% +$58.1K
BFAM icon
1682
Bright Horizons
BFAM
$3.92B
$403K ﹤0.01%
3,262
-286
-8% -$35.1K
CUBE icon
1683
CubeSmart
CUBE
$9.39B
$403K ﹤0.01%
9,483
+92
+1% +$3.81K
NTSX icon
1684
WisdomTree US Efficient Core Fund
NTSX
$1.35B
$402K ﹤0.01%
8,031
-70
-0.9% -$3.24K
BNS icon
1685
Scotiabank
BNS
$107B
$402K ﹤0.01%
7,273
+34
+0.5% +$1.73K
PBH icon
1686
Prestige Consumer Healthcare
PBH
$2.38B
$402K ﹤0.01%
5,034
+38
+0.8% +$3.18K
ACT icon
1687
Enact Holdings
ACT
$6.61B
$402K ﹤0.01%
10,816
-466
-4% -$16.5K
FOR icon
1688
Forestar Group
FOR
$1.44B
$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
$2.81B
$400K ﹤0.01%
8,473
+1,796
+27% +$86.8K
LEA icon
1691
Lear
LEA
$6.54B
$398K ﹤0.01%
4,195
+1,486
+55% +$131K
B
1692
Barrick Mining
B
$61.5B
$398K ﹤0.01%
19,094
+1,705
+10% +$33.3K
FMB icon
1693
First Trust Managed Municipal ETF
FMB
$2.04B
$397K ﹤0.01%
7,963
-15,604
-66% -$776K
RWX icon
1694
State Street SPDR Dow Jones International Real Estate ETF
RWX
$269M
$393K ﹤0.01%
14,330
+145
+1% +$3.79K
GTM
1695
ZoomInfo Technologies
GTM
$973M
$392K ﹤0.01%
38,696
+18,483
+91% +$171K
PBI icon
1696
Pitney Bowes
PBI
$2.4B
$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
$18.3B
$390K ﹤0.01%
+1,691
New +$295K
EXP icon
1699
Eagle Materials
EXP
$6.29B
$389K ﹤0.01%
1,923
-557
-22% -$120K
SKM icon
1700
SK Telecom
SKM
$12.1B
$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 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.