We are live on ! Find out more
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
ITB icon
2026
iShares US Home Construction ETF
ITB
$2.15B
$225K ﹤0.01%
2,410
-745
-24% -$68.1K
FLBR icon
2027
Franklin FTSE Brazil ETF
FLBR
$623M
$225K ﹤0.01%
12,500
– –
MYI icon
2028
BlackRock MuniYield Quality Fund III
MYI
$671M
$224K ﹤0.01%
21,386
– –
KOMP icon
2029
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.61B
$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
$76.9M
$223K ﹤0.01%
9,816
-700
-7% -$14.9K
NTES icon
2032
NetEase
NTES
$75.9B
$222K ﹤0.01%
+1,652
New +$190K
TDTF icon
2033
Northern Trust iBoxx 5-Year Target Duration TIPS ETF
TDTF
$1.04B
$222K ﹤0.01%
9,217
-8,681
-49% -$207K
TFSL icon
2034
TFS Financial
TFSL
$4.77B
$222K ﹤0.01%
17,122
-472
-3% -$6.08K
NWL icon
2035
Newell Brands
NWL
$2.43B
$221K ﹤0.01%
40,966
+6,528
+19% +$34.6K
ARCB icon
2036
ArcBest
ARCB
$2.93B
$221K ﹤0.01%
+2,871
New +$187K
RLI icon
2037
RLI Corp
RLI
$5.63B
$221K ﹤0.01%
3,060
-376
-11% -$28.2K
FSUN
2038
FirstSun Capital Bancorp
FSUN
$1.76B
$221K ﹤0.01%
6,359
-1,996
-24% -$69.9K
JGRO icon
2039
JPMorgan Active Growth ETF
JGRO
$9.88B
$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
$7.89B
$220K ﹤0.01%
16,840
-18,038
-52% -$233K
STNG icon
2041
Scorpio Tankers
STNG
$4.32B
$219K ﹤0.01%
+5,604
New +$219K
CTO
2042
CTO Realty Growth
CTO
$784M
$219K ﹤0.01%
+12,674
New +$229K
WHR icon
2043
CALL
Whirlpool
WHR
$2.18B
$219K ﹤0.01%
+3,494
New +$291K
DAKT icon
2044
Daktronics
DAKT
$866M
$218K ﹤0.01%
14,413
– –
WIT icon
2045
Wipro
WIT
$16.8B
$216K ﹤0.01%
71,574
+556
+0.8% +$1.62K
SHAK icon
2046
Shake Shack
SHAK
$2.39B
$215K ﹤0.01%
+1,531
New +$167K
PDM
2047
Piedmont Realty Trust
PDM
$1.19B
$215K ﹤0.01%
29,499
+3,390
+13% +$23.4K
COLD icon
2048
Americold
COLD
$4.28B
$214K ﹤0.01%
12,873
-300
-2% -$5.44K
SPMO icon
2049
Invesco S&P 500 Momentum ETF
SPMO
$21.9B
$214K ﹤0.01%
+1,902
New +$190K
FNDB icon
2050
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.48B
$213K ﹤0.01%
8,876
-602
-6% -$13.7K
80 81
82
83 84

Similar funds

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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.