We are live on ! Find out more
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
MAN icon
2326
ManpowerGroup
MAN
$2.44B
– –
-5,209
Closed -$302K
META icon
2327
Meta Platforms (Facebook)
META
$1.42T
– –
-366,518
Closed -$226M
MGY icon
2328
Magnolia Oil & Gas
MGY
$6.09B
– –
-8,516
Closed -$215K
MOG.A icon
2329
Moog Inc Class A
MOG.A
$12.4B
– –
-1,159
Closed -$201K
MRSN
2330
DELISTED
Mersana Therapeutics
MRSN
– –
-963
Closed -$8.29K
MRVL icon
2331
Marvell Technology
MRVL
$168B
– –
-47,137
Closed -$2.94M
MSTR icon
2332
Strategy Inc
MSTR
$34.1B
– –
-45,828
Closed -$16.7M
NFRA icon
2333
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3B
– –
-4,221
Closed -$243K
NIO icon
2334
NIO
NIO
$12.2B
– –
-14,341
Closed -$54.6K
NKTR icon
2335
Nektar Therapeutics
NKTR
$2.39B
– –
-776
Closed -$7.92K
NOVA
2336
DELISTED
Sunnova Energy
NOVA
– –
-10,129
Closed -$3.77K
NOVT icon
2337
Novanta
NOVT
$5.08B
– –
-1,569
Closed -$201K
NUMV icon
2338
Nuveen ESG Mid-Cap Value ETF
NUMV
$444M
– –
-6,572
Closed -$225K
NVDA icon
2339
NVIDIA
NVDA
$4.86T
– –
-5,409,314
Closed -$681M
NVTS icon
2340
Navitas Semiconductor
NVTS
$2.84B
– –
-12,918
Closed -$26.5K
OCIO icon
2341
ClearShares OCIO ETF
OCIO
$166M
– –
-17,627
Closed -$585K
OSIS icon
2342
OSI Systems
OSIS
$3.65B
– –
-1,113
Closed -$216K
OXLC
2343
Oxford Lane Capital
OXLC
$894M
– –
-3,408
Closed -$80.4K
OXSQ icon
2344
Oxford Square Capital
OXSQ
$163M
– –
-20,213
Closed -$52.8K
PBR.A icon
2345
Petrobras Class A
PBR.A
$111B
– –
-13,917
Closed -$181K
PHR icon
2346
Phreesia
PHR
$663M
– –
-10,569
Closed -$270K
PID icon
2347
Invesco International Dividend Achievers ETF
PID
$926M
– –
-11,629
Closed -$222K
PLYM
2348
DELISTED
Plymouth Industrial REIT
PLYM
– –
-13,315
Closed -$217K
PM icon
2349
Philip Morris
PM
$297B
– –
-204,853
Closed -$35.2M
PUK icon
2350
Prudential
PUK
$37.6B
– –
-9,693
Closed -$208K
92 93
94
95 96

Similar funds

ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 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.