Mercer Global Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$269M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$253M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$214M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$177M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$163M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coca-Cola
KO
|
+$33.1M |
| 2 |
Raymond James Financial
RJF
|
+$20.8M |
| 3 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
+$18.1M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$15.5M |
| 5 |
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% |
Similar funds
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.