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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
ITB icon
2026
iShares US Home Construction ETF
ITB
$2.26B
$225K ﹤0.01%
2,410
-745
-24% -$68.1K
FLBR icon
2027
Franklin FTSE Brazil ETF
FLBR
$554M
$225K ﹤0.01%
12,500
– –
MYI icon
2028
BlackRock MuniYield Quality Fund III
MYI
$709M
$224K ﹤0.01%
21,386
– –
KOMP icon
2029
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.6B
$224K ﹤0.01%
4,119
-318
-7% -$15.5K
SAFT icon
2030
Safety Insurance
SAFT
$1.52B
$223K ﹤0.01%
+2,815
New +$222K
IFGL icon
2031
iShares International Developed Real Estate ETF
IFGL
$83.1M
$223K ﹤0.01%
9,816
-700
-7% -$14.9K
NTES icon
2032
NetEase
NTES
$85.3B
$222K ﹤0.01%
+1,652
New +$190K
TDTF icon
2033
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
$222K ﹤0.01%
9,217
-8,681
-49% -$207K
TFSL icon
2034
TFS Financial
TFSL
$5.16B
$222K ﹤0.01%
17,122
-472
-3% -$6.08K
NWL icon
2035
Newell Brands
NWL
$2.38B
$221K ﹤0.01%
40,966
+6,528
+19% +$34.6K
ARCB icon
2036
ArcBest
ARCB
$3.23B
$221K ﹤0.01%
+2,871
New +$187K
RLI icon
2037
RLI Corp
RLI
$5.62B
$221K ﹤0.01%
3,060
-376
-11% -$28.2K
FSUN
2038
FirstSun Capital Bancorp
FSUN
$1.91B
$221K ﹤0.01%
6,359
-1,996
-24% -$69.9K
JGRO icon
2039
JPMorgan Active Growth ETF
JGRO
$9.37B
$220K ﹤0.01%
+2,555
New +$199K
PDBC icon
2040
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.38B
$220K ﹤0.01%
16,840
-18,038
-52% -$233K
STNG icon
2041
Scorpio Tankers
STNG
$3.87B
$219K ﹤0.01%
+5,604
New +$219K
CTO
2042
CTO Realty Growth
CTO
$824M
$219K ﹤0.01%
+12,674
New +$229K
WHR icon
2043
CALL
Whirlpool
WHR
$2.43B
$219K ﹤0.01%
+3,494
New +$291K
DAKT icon
2044
Daktronics
DAKT
$955M
$218K ﹤0.01%
14,413
– –
WIT icon
2045
Wipro
WIT
$19.6B
$216K ﹤0.01%
71,574
+556
+0.8% +$1.62K
SHAK icon
2046
Shake Shack
SHAK
$2.53B
$215K ﹤0.01%
+1,531
New +$167K
PDM
2047
Piedmont Realty Trust
PDM
$1.21B
$215K ﹤0.01%
29,499
+3,390
+13% +$23.4K
COLD icon
2048
Americold
COLD
$4.02B
$214K ﹤0.01%
12,873
-300
-2% -$5.44K
SPMO icon
2049
Invesco S&P 500 Momentum ETF
SPMO
$20.8B
$214K ﹤0.01%
+1,902
New +$190K
FNDB icon
2050
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.42B
$213K ﹤0.01%
8,876
-602
-6% -$13.7K
80 81
82
83 84

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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.