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
LUNG icon
2051
Pulmonx
LUNG
$82M
$213K ﹤0.01%
82,095
+14
+0% +$55
FIDU icon
2052
Fidelity MSCI Industrials Index ETF
FIDU
$2.19B
$212K ﹤0.01%
+2,734
New +$196K
WTM icon
2053
White Mountains Insurance
WTM
$4.88B
$212K ﹤0.01%
+118
New +$210K
WTFC icon
2054
Wintrust Financial
WTFC
$10.2B
$212K ﹤0.01%
+1,708
New +$196K
FWONA icon
2055
Liberty Media Series A
FWONA
$21.8B
$212K ﹤0.01%
2,229
-577
-21% -$48.7K
YELP icon
2056
Yelp
YELP
$1.15B
$211K ﹤0.01%
+6,170
New +$223K
JMHI icon
2057
JPMorgan High Yield Municipal ETF
JMHI
$290M
$211K ﹤0.01%
4,233
-537
-11% -$26.6K
NEAR icon
2058
iShares Short Maturity Bond ETF
NEAR
$5.15B
$210K ﹤0.01%
4,113
-1,971
-32% -$100K
BSCW icon
2059
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.55B
$210K ﹤0.01%
+10,200
New +$207K
KGC icon
2060
Kinross Gold
KGC
$33.3B
$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
$4.7B
$209K ﹤0.01%
+4,363
New +$226K
MRNA icon
2063
Moderna
MRNA
$57.4B
$209K ﹤0.01%
7,573
-192
-2% -$5.06K
ESLT icon
2064
Elbit Systems
ESLT
$34.3B
$209K ﹤0.01%
+465
New +$189K
TSLX icon
2065
Sixth Street Specialty
TSLX
$1.7B
$208K ﹤0.01%
+8,733
New +$192K
CGDV icon
2066
Capital Group Dividend Value ETF
CGDV
$38.1B
$207K ﹤0.01%
5,248
-5,908
-53% -$214K
NPKI
2067
NPK International
NPKI
$1.1B
$207K ﹤0.01%
24,288
+4,416
+22% +$32.4K
XHE icon
2068
State Street SPDR S&P Health Care Equipment ETF
XHE
$173M
$206K ﹤0.01%
2,540
– –
PI icon
2069
Impinj
PI
$5.33B
$204K ﹤0.01%
1,838
-514
-22% -$51.1K
MP icon
2070
MP Materials
MP
$8.76B
$203K ﹤0.01%
+6,107
New +$156K
PBR icon
2071
Petrobras
PBR
$140B
$203K ﹤0.01%
16,206
-5,140
-24% -$61.6K
DGT icon
2072
State Street SPDR Global Dow ETF
DGT
$633M
$203K ﹤0.01%
+1,346
New +$191K
NVST icon
2073
Envista
NVST
$3.97B
$203K ﹤0.01%
+10,374
New +$180K
BF.A icon
2074
Brown-Forman Class A
BF.A
$12.2B
$203K ﹤0.01%
+7,375
New +$236K
CDL icon
2075
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$400M
$202K ﹤0.01%
+3,035
New +$198K
81 82
83
84 85

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.