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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
LOAN
1876
Manhattan Bridge Capital
LOAN
$47.5M
$282K ﹤0.01%
282,352
+72,707
+35% +$378K
AVSD icon
1877
Avantis Responsible International Equity ETF
AVSD
$487M
$282K ﹤0.01%
+4,176
New +$266K
BXSL icon
1878
Blackstone Secured Lending
BXSL
$5.37B
$282K ﹤0.01%
9,164
+670
+8% +$20.4K
LNC icon
1879
Lincoln National
LNC
$8.73B
$281K ﹤0.01%
+8,112
New +$265K
IPGP icon
1880
IPG Photonics
IPGP
$3.61B
$281K ﹤0.01%
4,087
+629
+18% +$39.2K
BSCV icon
1881
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.76B
$280K ﹤0.01%
16,946
-517
-3% -$8.42K
DTD icon
1882
WisdomTree US Total Dividend Fund
DTD
$1.65B
$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
$821M
$279K ﹤0.01%
+12,006
New +$277K
TXG icon
1885
10x Genomics
TXG
$6B
$278K ﹤0.01%
+24,046
New +$219K
HXL icon
1886
Hexcel
HXL
$7.79B
$278K ﹤0.01%
4,929
+973
+25% +$51.4K
RPRX icon
1887
Royalty Pharma
RPRX
$25.9B
$278K ﹤0.01%
7,726
+273
+4% +$9.04K
MMSI icon
1888
Merit Medical Systems
MMSI
$5.08B
$278K ﹤0.01%
2,975
-47
-2% -$4.45K
GSL icon
1889
Global Ship Lease
GSL
$1.6B
$278K ﹤0.01%
+10,568
New +$247K
FSEC icon
1890
Fidelity Investment Grade Securitized ETF
FSEC
$4.6B
$278K ﹤0.01%
+6,383
New +$275K
APPF icon
1891
AppFolio
APPF
$6.38B
$277K ﹤0.01%
1,205
-636
-35% -$139K
BUCK icon
1892
Simplify Stable Income ETF
BUCK
$480M
$277K ﹤0.01%
+11,728
New +$277K
PJUL icon
1893
Innovator US Equity Power Buffer ETF July
PJUL
$1.23B
$277K ﹤0.01%
+6,321
New +$259K
GVI icon
1894
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
$277K ﹤0.01%
2,595
-466
-15% -$49.3K
UPRO icon
1895
ProShares UltraPro S&P 500
UPRO
$5.23B
$277K ﹤0.01%
3,027
-4,195
-58% -$311K
GXO icon
1896
GXO Logistics
GXO
$5.77B
$276K ﹤0.01%
5,675
+71
+1% +$2.83K
ELME
1897
Elme Communities
ELME
$143M
$276K ﹤0.01%
+17,365
New +$276K
AWR icon
1898
American States Water
AWR
$3.36B
$276K ﹤0.01%
3,598
+889
+33% +$69.8K
VTS icon
1899
Vitesse Energy
VTS
$651M
$275K ﹤0.01%
12,470
-1,133
-8% -$24.8K
IESC icon
1900
IES Holdings
IESC
$14.8B
$275K ﹤0.01%
+928
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 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.