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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
AI icon
2251
C3.ai
AI
$1.77B
– –
-16,678
Closed -$351K
AKR icon
2252
Acadia Realty Trust
AKR
$2.7B
– –
-16,576
Closed -$347K
ALKS icon
2253
Alkermes
ALKS
$7.58B
– –
-6,432
Closed -$212K
ALXO icon
2254
ALX Oncology
ALXO
$261M
– –
-10,077
Closed -$6.28K
AMD icon
2255
Advanced Micro Devices
AMD
$823B
– –
-176,185
Closed -$19.2M
AOD
2256
abrdn Total Dynamic Dividend Fund
AOD
$1.1B
– –
-10,237
Closed -$85.9K
AOM icon
2257
iShares Core Moderate Allocation ETF
AOM
$1.78B
– –
-5,808
Closed -$255K
APP icon
2258
Applovin
APP
$111B
– –
-44,907
Closed -$14.6M
ARB icon
2259
AltShares Merger Arbitrage ETF
ARB
$103M
– –
-8,272
Closed -$234K
ARKB icon
2260
ARK 21Shares Bitcoin ETF
ARKB
$2.93B
– –
-8,439
Closed -$231K
ARM icon
2261
Arm
ARM
$260B
– –
-18,848
Closed -$2.34M
AROC icon
2262
Archrock
AROC
$5.28B
– –
-7,905
Closed -$207K
AVA icon
2263
Avista
AVA
$3.05B
– –
-4,786
Closed -$200K
AVGO icon
2264
Broadcom
AVGO
$1.62T
– –
-778,565
Closed -$169M
BABX icon
2265
GraniteShares ETF Trust GraniteShares 2x Long BABA Daily ETF
BABX
$113M
– –
-7,900
Closed -$281K
BAUG icon
2266
Innovator US Equity Buffer ETF August
BAUG
$269M
– –
-4,808
Closed -$204K
BGY icon
2267
BlackRock Enhanced International Dividend Trust
BGY
$522M
– –
-10,633
Closed -$59.7K
BIBL icon
2268
Inspire 100 ETF
BIBL
$488M
– –
-14,936
Closed -$574K
BIPC icon
2269
Brookfield Infrastructure
BIPC
$4.38B
– –
-9,048
Closed -$327K
BLDR icon
2270
Builders FirstSource
BLDR
$6.5B
– –
-11,735
Closed -$1.35M
BLV icon
2271
Vanguard Long-Term Bond ETF
BLV
$5.62B
– –
-3,555
Closed -$250K
BOH icon
2272
Bank of Hawaii
BOH
$2.98B
– –
-2,942
Closed -$203K
BRFH icon
2273
Barfresh Food Group
BRFH
$19.2M
– –
-12,500
Closed -$38.1K
BTBT icon
2274
Bit Digital
BTBT
$545M
– –
-11,854
Closed -$23.9K
BZH icon
2275
Beazer Homes USA
BZH
$890M
– –
-12,816
Closed -$261K
89 90
91
92 93

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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 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.