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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
-0.5%
1 Year Est. Return
+18.3%
3 Year Est. Return
+51.43%
5 Year Est. Return
+55.53%
10 Year Est. Return
–
AUM
$43.6B
AUM Growth
+$2.61B
Cap. Flow
+$3.16B
Cap. Flow %
7.26%
Top 10 Hldgs %
38.92%
Holding
2,284
New
169
Increased
1,119
Reduced
819
Closed
140

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$269M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$253M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$214M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$177M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$163M

Top Sells

Rank Stock Value
1
KO icon
Coca-Cola
KO
+$33.1M
2
RJF icon
Raymond James Financial
RJF
+$20.8M
3
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$18.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$15.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$14.4M

Sector Composition

Rank Sector Weight
1 Technology 8.28%
2 Financials 3.81%
3 Healthcare 2.66%
4 Consumer Discretionary 2.43%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIP icon
2026
FTAI Infrastructure
FIP
$405M
$129K ﹤0.01%
+28,519
New +$178K
AMPS
2027
DELISTED
Altus Power
AMPS
$129K ﹤0.01%
26,080
+2,678
+11% +$12.2K
SLDP icon
2028
Solid Power
SLDP
$479M
$127K ﹤0.01%
120,946
+400
+0.3% +$548
CLMT icon
2029
Calumet Specialty Products
CLMT
$3.69B
$127K ﹤0.01%
10,000
-600
-6% -$9.42K
CTLP
2030
DELISTED
Cantaloupe
CTLP
$126K ﹤0.01%
16,043
-13
-0.1% -$115
ARRY icon
2031
Array Technologies
ARRY
$872M
$125K ﹤0.01%
25,730
+9,926
+63% +$63.9K
NAGE
2032
Niagen Bioscience
NAGE
$281M
$125K ﹤0.01%
18,140
+8,140
+81% +$51.1K
TKC icon
2033
Turkcell
TKC
$4.81B
$125K ﹤0.01%
20,091
-19
-0.1% -$134
SOL
2034
DELISTED
Emeren Group
SOL
$123K ﹤0.01%
78,489
-72
-0.1% -$126
SBI
2035
Western Asset Intermediate Muni Fund
SBI
$107M
$122K ﹤0.01%
15,677
– –
GIFI
2036
DELISTED
Gulf Island Fabrication
GIFI
$121K ﹤0.01%
18,748
– –
ADAM
2037
Adamas Trust
ADAM
$848M
$120K ﹤0.01%
18,560
-561
-3% -$3.57K
STGW icon
2038
Stagwell
STGW
$2.13B
$119K ﹤0.01%
19,689
+334
+2% +$2.1K
SLI
2039
Standard Lithium
SLI
$510M
$119K ﹤0.01%
93,565
+81,800
+695% +$119K
WB icon
2040
Weibo
WB
$2.01B
$117K ﹤0.01%
+12,400
New +$126K
COUR icon
2041
Coursera
COUR
$1.69B
$117K ﹤0.01%
17,629
+4,083
+30% +$32.4K
GGB icon
2042
Gerdau
GGB
$9.93B
$117K ﹤0.01%
41,149
+23,580
+134% +$68.8K
NVDX icon
2043
T-Rex 2X Long NVIDIA Daily Target ETF
NVDX
$446M
$117K ﹤0.01%
15,000
– –
TDOC icon
2044
Teladoc Health
TDOC
$1.21B
$116K ﹤0.01%
14,619
+2,163
+17% +$21.9K
NPKI
2045
NPK International
NPKI
$1.12B
$115K ﹤0.01%
19,872
-2,926
-13% -$19.4K
DFTX
2046
Definium Therapeutics
DFTX
$5.55B
$115K ﹤0.01%
19,580
+3,580
+22% +$25.6K
ITUB icon
2047
Itaú Unibanco
ITUB
$93.6B
$112K ﹤0.01%
20,936
+2,549
+14% +$12.8K
ACTU
2048
Actuate Therapeutics
ACTU
$25.4M
$111K ﹤0.01%
16,344
– –
TSI
2049
TCW Strategic Income Fund
TSI
$212M
$110K ﹤0.01%
22,736
-1,250
-5% -$6.07K
XIFR
2050
XPLR Infrastructure LP
XIFR
$1.12B
$104K ﹤0.01%
+10,992
New +$125K
80 81
82
83 84

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Mercer Global Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Mercer Global Advisors held 2,284 positions worth $43.6B, up 6.4% from $41B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Mercer Global Advisors deployed $3.16B of net new capital in Q1 2025, opening 169 new positions and adding to 1,119 existing holdings. Its largest new stake was Return Stacked Global Stocks & Bonds ETF: 212,360 shares worth $4.98M.

By sector, the portfolio is most concentrated in Technology at 8.3% of assets, down from 9.6% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Coca-Cola, an estimated $33.1M trimmed.

  • Mercer Global Advisors's largest Q1 2025 buy was Return Stacked Global Stocks & Bonds ETF: 212,360 shares worth $4.98M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q1 2025, an estimated $269M increase.
  • Mercer Global Advisors's biggest Q1 2025 reduction was Coca-Cola, cutting an estimated $33.1M.
  • Mercer Global Advisors fully exited Altair Engineering Inc in Q1 2025, selling an estimated $7.96M.
  • Mercer Global Advisors's ten largest holdings make up 39% of its $43.6B portfolio in Q1 2025.
  • Mercer Global Advisors opened 169 new positions and closed 140 in Q1 2025.
  • Mercer Global Advisors's portfolio value rose 6.4% quarter-over-quarter to $43.6B.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.