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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
AEIS icon
2076
Advanced Energy
AEIS
$11.6B
$201K ﹤0.01%
1,520
-1,120
-42% -$123K
KNSA icon
2077
Kiniksa Pharmaceuticals
KNSA
$5.8B
$201K ﹤0.01%
+7,271
New +$185K
UHAL icon
2078
U-Haul Holding Co
UHAL
$13.9B
$201K ﹤0.01%
3,321
+91
+3% +$5.69K
MTBA icon
2079
Simplify MBS ETF
MTBA
$1.52B
$201K ﹤0.01%
4,012
-4,631
-54% -$231K
DSTL icon
2080
Distillate US Fundamental Stability & Value ETF
DSTL
$1.97B
$201K ﹤0.01%
+3,630
New +$193K
JSCP icon
2081
JPMorgan Short Duration Core Plus ETF
JSCP
$1.68B
$201K ﹤0.01%
+4,234
New +$199K
MNDY icon
2082
monday.com
MNDY
$3.68B
$201K ﹤0.01%
+638
New +$178K
CWST icon
2083
Casella Waste Systems
CWST
$5.71B
$200K ﹤0.01%
+1,734
New +$200K
NSA
2084
DELISTED
National Storage Affiliates Trust
NSA
$200K ﹤0.01%
6,254
+1,176
+23% +$41K
ASX icon
2085
ASE Group
ASX
$77.3B
$198K ﹤0.01%
19,179
-14,291
-43% -$133K
FNB icon
2086
FNB Corp
FNB
$6.73B
$197K ﹤0.01%
+13,545
New +$183K
LAR
2087
Lithium Argentina AG
LAR
$985M
$191K ﹤0.01%
91,796
-582
-0.6% -$1.16K
BDN
2088
Brandywine Realty Trust
BDN
$524M
$189K ﹤0.01%
43,973
+7,175
+19% +$29.8K
KTCC icon
2089
Key Tronic
KTCC
$42.8M
$188K ﹤0.01%
65,800
– –
GSBD icon
2090
Goldman Sachs BDC
GSBD
$969M
$188K ﹤0.01%
16,707
– –
BANC icon
2091
Banc of California
BANC
$3.03B
$187K ﹤0.01%
13,279
+373
+3% +$5.08K
FIP icon
2092
FTAI Infrastructure
FIP
$441M
$186K ﹤0.01%
30,192
+1,673
+6% +$8.47K
CWK icon
2093
Cushman & Wakefield Ltd
CWK
$3.14B
$186K ﹤0.01%
16,768
-650
-4% -$6.37K
APA icon
2094
APA Corp
APA
$13.2B
$184K ﹤0.01%
10,057
+100
+1% +$1.74K
VLY icon
2095
Valley National Bancorp
VLY
$7.9B
$181K ﹤0.01%
20,261
+1,468
+8% +$12.7K
SLI
2096
Standard Lithium
SLI
$502M
$180K ﹤0.01%
91,800
-1,765
-2% -$2.78K
DV icon
2097
DoubleVerify
DV
$1.73B
$180K ﹤0.01%
+12,014
New +$165K
MARA icon
2098
Marathon Digital Holdings
MARA
$4.32B
$178K ﹤0.01%
11,331
+75
+0.7% +$1.07K
CTLP
2099
DELISTED
Cantaloupe
CTLP
$177K ﹤0.01%
16,096
+53
+0.3% +$459
VCV icon
2100
Invesco California Value Municipal Income Trust
VCV
$518M
$177K ﹤0.01%
17,031
– –
82 83
84
85 86

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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.