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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
MVIS icon
2076
Microvision
MVIS
$6.21M
$72.1K ﹤0.01%
+3,877
New +$81K
ABUS icon
2077
Arbutus Biopharma
ABUS
$857M
$71.5K ﹤0.01%
20,500
– –
GRAB icon
2078
Grab
GRAB
$14.3B
$71.3K ﹤0.01%
+15,741
New +$73.4K
PDYN icon
2079
Palladyne AI
PDYN
$247M
$70.6K ﹤0.01%
+12,000
New +$97.5K
CIG.C icon
2080
CEMIG Ordinary Shares
CIG.C
$9.18B
$70.4K ﹤0.01%
27,613
-185
-0.7% -$470
GERN icon
2081
Geron
GERN
$828M
$66.8K ﹤0.01%
42,003
-2,670
-6% -$6.5K
HBI
2082
DELISTED
Hanesbrands
HBI
$66.6K ﹤0.01%
11,549
+517
+5% +$3.62K
ACHR icon
2083
Archer Aviation
ACHR
$3.54B
$66.2K ﹤0.01%
+12,658
New +$112K
SHLS icon
2084
Shoals Technologies Group
SHLS
$1.47B
$64.9K ﹤0.01%
19,548
-23,455
-55% -$97.5K
CISO
2085
CISO Global
CISO
$11.6M
$64.2K ﹤0.01%
+144,896
New +$153K
IGR
2086
CBRE Global Real Estate Income Fund
IGR
$709M
$62.6K ﹤0.01%
12,138
-58
-0.5% -$300
ASPI icon
2087
ASP Isotopes
ASPI
$504M
$61.9K ﹤0.01%
+13,191
New +$65.8K
RC
2088
Ready Capital
RC
$258M
$60.3K ﹤0.01%
11,855
-7,733
-39% -$47.7K
BGY icon
2089
BlackRock Enhanced International Dividend Trust
BGY
$524M
$59.7K ﹤0.01%
+10,633
New +$59.1K
BRCC icon
2090
BRC Inc
BRCC
$121M
$59.1K ﹤0.01%
28,278
+196
+0.7% +$499
GUT
2091
Gabelli Utility Trust
GUT
$569M
$59.1K ﹤0.01%
11,066
+74
+0.7% +$398
EGY icon
2092
Vaalco Energy
EGY
$570M
$59K ﹤0.01%
15,690
-9,305
-37% -$38.8K
SENS icon
2093
Senseonics Holdings Inc
SENS
$263M
$58.7K ﹤0.01%
+4,477
New +$74K
III icon
2094
Information Services Group
III
$199M
$58.6K ﹤0.01%
14,980
+3,608
+32% +$11.8K
ELDN icon
2095
Eledon Pharmaceuticals
ELDN
$261M
$56.7K ﹤0.01%
16,726
– –
HL icon
2096
Hecla Mining
HL
$9.47B
$56.1K ﹤0.01%
+10,090
New +$56K
CTOS icon
2097
Custom Truck One Source
CTOS
$2.31B
$55.2K ﹤0.01%
13,085
-1,578
-11% -$7.62K
PLUG icon
2098
Plug Power
PLUG
$2.87B
$55.2K ﹤0.01%
40,890
-102,898
-72% -$196K
YALA
2099
Yalla Group
YALA
$818M
$54.7K ﹤0.01%
10,484
-604
-5% -$2.6K
NIO icon
2100
NIO
NIO
$12.2B
$54.6K ﹤0.01%
14,341
-709
-5% -$3.12K
82 83
84
85 86

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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.