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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
LUNG icon
2051
Pulmonx
LUNG
$68.8M
$213K ﹤0.01%
82,095
+14
+0% +$55
FIDU icon
2052
Fidelity MSCI Industrials Index ETF
FIDU
$2.3B
$212K ﹤0.01%
+2,734
New +$196K
WTM icon
2053
White Mountains Insurance
WTM
$5.2B
$212K ﹤0.01%
+118
New +$210K
WTFC icon
2054
Wintrust Financial
WTFC
$10.8B
$212K ﹤0.01%
+1,708
New +$196K
FWONA icon
2055
Liberty Media Series A
FWONA
$22.5B
$212K ﹤0.01%
2,229
-577
-21% -$48.7K
YELP icon
2056
Yelp
YELP
$1.45B
$211K ﹤0.01%
+6,170
New +$223K
JMHI icon
2057
JPMorgan High Yield Municipal ETF
JMHI
$277M
$211K ﹤0.01%
4,233
-537
-11% -$26.6K
NEAR icon
2058
iShares Short Maturity Bond ETF
NEAR
$4.83B
$210K ﹤0.01%
4,113
-1,971
-32% -$100K
BSCW icon
2059
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.48B
$210K ﹤0.01%
+10,200
New +$207K
KGC icon
2060
Kinross Gold
KGC
$27.4B
$210K ﹤0.01%
13,411
+2,840
+27% +$41.3K
IBHE
2061
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$209K ﹤0.01%
8,995
+189
+2% +$4.38K
KBR icon
2062
KBR
KBR
$4.64B
$209K ﹤0.01%
+4,363
New +$226K
MRNA icon
2063
Moderna
MRNA
$21.8B
$209K ﹤0.01%
7,573
-192
-2% -$5.06K
ESLT icon
2064
Elbit Systems
ESLT
$37.9B
$209K ﹤0.01%
+465
New +$189K
TSLX icon
2065
Sixth Street Specialty
TSLX
$1.63B
$208K ﹤0.01%
+8,733
New +$192K
CGDV icon
2066
Capital Group Dividend Value ETF
CGDV
$37.7B
$207K ﹤0.01%
5,248
-5,908
-53% -$214K
NPKI
2067
NPK International
NPKI
$1.06B
$207K ﹤0.01%
24,288
+4,416
+22% +$32.4K
XHE icon
2068
State Street SPDR S&P Health Care Equipment ETF
XHE
$161M
$206K ﹤0.01%
2,540
– –
PI icon
2069
Impinj
PI
$4.62B
$204K ﹤0.01%
1,838
-514
-22% -$51.1K
MP icon
2070
MP Materials
MP
$7.36B
$203K ﹤0.01%
+6,107
New +$156K
PBR icon
2071
Petrobras
PBR
$125B
$203K ﹤0.01%
16,206
-5,140
-24% -$61.6K
DGT icon
2072
State Street SPDR Global Dow ETF
DGT
$615M
$203K ﹤0.01%
+1,346
New +$191K
NVST icon
2073
Envista
NVST
$4.44B
$203K ﹤0.01%
+10,374
New +$180K
BF.A icon
2074
Brown-Forman Class A
BF.A
$13.4B
$203K ﹤0.01%
+7,375
New +$236K
CDL icon
2075
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$401M
$202K ﹤0.01%
+3,035
New +$198K
81 82
83
84 85

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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.