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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
IEO icon
1926
iShares US Oil & Gas Exploration & Production ETF
IEO
$580M
$261K ﹤0.01%
2,950
+13
+0.4% +$1.11K
BKAG icon
1927
BNY Mellon Core Bond ETF
BKAG
$2.16B
$261K ﹤0.01%
6,190
– –
SPTL icon
1928
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
$261K ﹤0.01%
9,819
+1,290
+15% +$33.9K
SITE icon
1929
SiteOne Landscape Supply
SITE
$4.12B
$261K ﹤0.01%
+2,156
New +$255K
LMAT icon
1930
LeMaitre Vascular
LMAT
$2.32B
$260K ﹤0.01%
3,134
+38
+1% +$3.18K
BBRE icon
1931
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.27B
$260K ﹤0.01%
2,822
+462
+20% +$42.3K
MSM icon
1932
MSC Industrial Direct
MSM
$6.89B
$260K ﹤0.01%
+3,058
New +$242K
DXC icon
1933
DXC Technology
DXC
$1.82B
$258K ﹤0.01%
+16,889
New +$260K
UTMD icon
1934
Utah Medical Products
UTMD
$225M
$258K ﹤0.01%
4,529
-82
-2% -$4.46K
WU icon
1935
Western Union
WU
$1.99B
$257K ﹤0.01%
30,566
-19,704
-39% -$187K
WES icon
1936
Western Midstream Partners
WES
$19.2B
$257K ﹤0.01%
6,645
-4,184
-39% -$159K
NSP icon
1937
Insperity
NSP
$1.93B
$257K ﹤0.01%
+4,276
New +$299K
IVVB icon
1938
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$126M
$257K ﹤0.01%
8,277
– –
PAAS icon
1939
Pan American Silver
PAAS
$18.2B
$256K ﹤0.01%
+9,008
New +$233K
DIOD icon
1940
Diodes
DIOD
$3.78B
$255K ﹤0.01%
+4,830
New +$212K
VRP icon
1941
Invesco Variable Rate Preferred ETF
VRP
$2.98B
$255K ﹤0.01%
10,438
-11,158
-52% -$269K
DNP icon
1942
DNP Select Income Fund
DNP
$4.05B
$255K ﹤0.01%
26,043
+11,058
+74% +$106K
AGCO icon
1943
AGCO
AGCO
$7.4B
$255K ﹤0.01%
2,471
-512
-17% -$48.8K
QDEL icon
1944
QuidelOrtho
QDEL
$1.14B
$255K ﹤0.01%
8,832
-3,050
-26% -$90.2K
RODM icon
1945
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.62B
$254K ﹤0.01%
7,458
-2,253
-23% -$73.4K
BCE icon
1946
BCE
BCE
$20.2B
$254K ﹤0.01%
+11,467
New +$251K
IHE icon
1947
iShares US Pharmaceuticals ETF
IHE
$1.46B
$253K ﹤0.01%
3,865
-121
-3% -$7.88K
GRAL
1948
GRAIL Inc
GRAL
$2.94B
$253K ﹤0.01%
+4,924
New +$178K
PRMB
1949
Primo Brands
PRMB
$8.24B
$253K ﹤0.01%
8,547
-7,861
-48% -$251K
HOG icon
1950
Harley-Davidson
HOG
$2.58B
$252K ﹤0.01%
10,683
+1,497
+16% +$35.6K
76 77
78
79 80

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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.