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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
MAN icon
2326
ManpowerGroup
MAN
$2.7B
– –
-5,209
Closed -$302K
META icon
2327
Meta Platforms (Facebook)
META
$1.7T
– –
-366,518
Closed -$226M
MGY icon
2328
Magnolia Oil & Gas
MGY
$6.58B
– –
-8,516
Closed -$215K
MOG.A icon
2329
Moog Inc Class A
MOG.A
$11.6B
– –
-1,159
Closed -$201K
MRSN
2330
DELISTED
Mersana Therapeutics
MRSN
– –
-963
Closed -$8.29K
MRVL icon
2331
Marvell Technology
MRVL
$197B
– –
-47,137
Closed -$2.94M
MSTR icon
2332
Strategy Inc
MSTR
$54.4B
– –
-45,828
Closed -$16.7M
NFRA icon
2333
Northern Trust STOXX Global Broad Infrastructure ETF
NFRA
$3.09B
– –
-4,221
Closed -$243K
NIO icon
2334
NIO
NIO
$9.2B
– –
-14,341
Closed -$54.6K
NKTR icon
2335
Nektar Therapeutics
NKTR
$2.34B
– –
-776
Closed -$7.92K
NOVA
2336
DELISTED
Sunnova Energy
NOVA
– –
-10,129
Closed -$3.77K
NOVT icon
2337
Novanta
NOVT
$5.54B
– –
-1,569
Closed -$201K
NUMV icon
2338
Nuveen ESG Mid-Cap Value ETF
NUMV
$443M
– –
-6,572
Closed -$225K
NVDA icon
2339
NVIDIA
NVDA
$5.09T
– –
-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
$171M
– –
-17,627
Closed -$585K
OSIS icon
2342
OSI Systems
OSIS
$3.26B
– –
-1,113
Closed -$216K
OXLC
2343
Oxford Lane Capital
OXLC
$938M
– –
-3,408
Closed -$80.4K
OXSQ icon
2344
Oxford Square Capital
OXSQ
$145M
– –
-20,213
Closed -$52.8K
PBR.A icon
2345
Petrobras Class A
PBR.A
$123B
– –
-13,917
Closed -$181K
PHR icon
2346
Phreesia
PHR
$640M
– –
-10,569
Closed -$270K
PID icon
2347
Invesco International Dividend Achievers ETF
PID
$897M
– –
-11,629
Closed -$222K
PLYM
2348
DELISTED
Plymouth Industrial REIT
PLYM
– –
-13,315
Closed -$217K
PM icon
2349
Philip Morris
PM
$304B
– –
-204,853
Closed -$35.2M
PUK icon
2350
Prudential
PUK
$33B
– –
-9,693
Closed -$208K
92 93
94
95 96

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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.