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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
LOAN
1876
Manhattan Bridge Capital
LOAN
$45M
$282K ﹤0.01%
282,352
+72,707
+35% +$378K
AVSD icon
1877
Avantis Responsible International Equity ETF
AVSD
$374M
$282K ﹤0.01%
+4,176
New +$266K
BXSL icon
1878
Blackstone Secured Lending
BXSL
$5.81B
$282K ﹤0.01%
9,164
+670
+8% +$20.4K
LNC icon
1879
Lincoln National
LNC
$8.37B
$281K ﹤0.01%
+8,112
New +$265K
IPGP icon
1880
IPG Photonics
IPGP
$3.31B
$281K ﹤0.01%
4,087
+629
+18% +$39.2K
BSCV icon
1881
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.81B
$280K ﹤0.01%
16,946
-517
-3% -$8.42K
DTD icon
1882
WisdomTree US Total Dividend Fund
DTD
$1.64B
$280K ﹤0.01%
3,516
-266
-7% -$20.1K
TRMK icon
1883
Trustmark
TRMK
$2.76B
$280K ﹤0.01%
7,666
+188
+3% +$6.43K
IBHF icon
1884
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$737M
$279K ﹤0.01%
+12,006
New +$277K
TXG icon
1885
10x Genomics
TXG
$9.74B
$278K ﹤0.01%
+24,046
New +$219K
HXL icon
1886
Hexcel
HXL
$7B
$278K ﹤0.01%
4,929
+973
+25% +$51.4K
RPRX icon
1887
Royalty Pharma
RPRX
$26.2B
$278K ﹤0.01%
7,726
+273
+4% +$9.04K
MMSI icon
1888
Merit Medical Systems
MMSI
$5.18B
$278K ﹤0.01%
2,975
-47
-2% -$4.45K
GSL icon
1889
Global Ship Lease
GSL
$1.65B
$278K ﹤0.01%
+10,568
New +$247K
FSEC icon
1890
Fidelity Investment Grade Securitized ETF
FSEC
$4.59B
$278K ﹤0.01%
+6,383
New +$275K
APPF icon
1891
AppFolio
APPF
$7.85B
$277K ﹤0.01%
1,205
-636
-35% -$139K
BUCK icon
1892
Simplify Stable Income ETF
BUCK
$510M
$277K ﹤0.01%
+11,728
New +$277K
PJUL icon
1893
Innovator US Equity Power Buffer ETF July
PJUL
$1.29B
$277K ﹤0.01%
+6,321
New +$259K
GVI icon
1894
iShares Intermediate Government/Credit Bond ETF
GVI
$3.76B
$277K ﹤0.01%
2,595
-466
-15% -$49.3K
UPRO icon
1895
ProShares UltraPro S&P 500
UPRO
$5.34B
$277K ﹤0.01%
3,027
-4,195
-58% -$311K
GXO icon
1896
GXO Logistics
GXO
$5.31B
$276K ﹤0.01%
5,675
+71
+1% +$2.83K
ELME
1897
Elme Communities
ELME
$146M
$276K ﹤0.01%
+17,365
New +$276K
AWR icon
1898
American States Water
AWR
$3.45B
$276K ﹤0.01%
3,598
+889
+33% +$69.8K
VTS icon
1899
Vitesse Energy
VTS
$746M
$275K ﹤0.01%
12,470
-1,133
-8% -$24.8K
IESC icon
1900
IES Holdings
IESC
$12.9B
$275K ﹤0.01%
+1,856
New +$219K
74 75
76
77 78

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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.