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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
SYF icon
151
Synchrony
SYF
$25.7B
$36.2M 0.07%
543,121
+169,793
+45% +$9.49M
ORLY icon
152
O'Reilly Automotive
ORLY
$74.9B
$36.2M 0.07%
401,507
+44,072
+12% +$4.02M
BGRN icon
153
iShares USD Green Bond ETF
BGRN
$502M
$35.6M 0.07%
747,624
+94,227
+14% +$4.43M
APGE icon
154
Apogee Therapeutics
APGE
$10.1B
$35.6M 0.07%
820,376
-819,804
-50% -$31.2M
IYR icon
155
iShares US Real Estate ETF
IYR
$4.67B
$34.8M 0.07%
367,607
+147,214
+67% +$13.7M
RTX icon
156
RTX Corp
RTX
$294B
$34.5M 0.07%
236,075
+33,595
+17% +$4.48M
VBR icon
157
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$34.4M 0.07%
176,390
-52,569
-23% -$9.73M
LOW icon
158
Lowe's Companies
LOW
$122B
$34.2M 0.07%
154,260
+10,157
+7% +$2.27M
VNQ icon
159
Vanguard Real Estate ETF
VNQ
$39.2B
$34.2M 0.07%
383,482
+99,235
+35% +$8.75M
SNA icon
160
Snap-on
SNA
$21.6B
$34.1M 0.07%
109,441
+32,219
+42% +$10.3M
C icon
161
Citigroup
C
$230B
$34M 0.07%
398,937
+133,200
+50% +$9.63M
PLTR icon
162
Palantir
PLTR
$390B
$33.5M 0.07%
245,629
+60,897
+33% +$7.14M
VV icon
163
Vanguard Morningstar Large-Cap ETF
VV
$54.2B
$33.3M 0.07%
116,890
-461
-0.4% -$121K
PHM icon
164
Pultegroup
PHM
$25.1B
$33.1M 0.07%
313,693
+35,224
+13% +$3.55M
SCHG icon
165
Schwab US Large-Cap Growth ETF
SCHG
$62.3B
$33M 0.07%
1,129,961
-212,225
-16% -$5.61M
TFLO icon
166
iShares Treasury Floating Rate Bond ETF
TFLO
$6.64B
$33M 0.07%
651,974
-207,419
-24% -$10.5M
AMGN icon
167
Amgen
AMGN
$210B
$32.3M 0.07%
115,487
-4,949
-4% -$1.4M
AFL icon
168
PUT
Aflac
AFL
$63.7B
$32.2M 0.07%
+313,427
New +$32.9M
DFEM icon
169
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.18B
$32.2M 0.07%
1,084,519
-624,002
-37% -$17.2M
ISRG icon
170
Intuitive Surgical
ISRG
$130B
$30.9M 0.06%
56,865
+1,063
+2% +$556K
INTU icon
171
Intuit
INTU
$88.5B
$30.7M 0.06%
38,988
+12,730
+48% +$8.62M
PEP icon
172
PepsiCo
PEP
$190B
$30.2M 0.06%
228,407
+2,517
+1% +$339K
ESGE icon
173
iShares ESG Aware MSCI EM ETF
ESGE
$6.77B
$29.9M 0.06%
762,669
+11,450
+2% +$415K
ANET icon
174
Arista Networks
ANET
$240B
$29.7M 0.06%
290,197
+32,742
+13% +$2.83M
PH icon
175
Parker-Hannifin
PH
$125B
$29.4M 0.06%
42,108
+28,670
+213% +$18.1M
5 6
7
8 9

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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.