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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 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
UGP icon
2376
Ultrapar
UGP
$6.66B
– –
-11,502
Closed -$35.4K
UMBF icon
2377
UMB Financial
UMBF
$11.3B
– –
-28,219
Closed -$2.85M
UNH icon
2378
UnitedHealth
UNH
$382B
– –
-143,736
Closed -$54.9M
VCLT icon
2379
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
– –
-5,374
Closed -$408K
VNQI icon
2380
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
– –
-8,230
Closed -$333K
VSEC icon
2381
VSE Corp
VSEC
$5.19B
– –
-1,697
Closed -$204K
VTI icon
2382
Vanguard Total Stock Market ETF
VTI
$646B
– –
-1,384,395
Closed -$389M
VUG icon
2383
Vanguard Growth ETF
VUG
$212B
– –
-2,510,532
Closed -$165M
VWOB icon
2384
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.14B
– –
-4,854
Closed -$312K
WB icon
2385
Weibo
WB
$1.97B
– –
-12,400
Closed -$117K
WHR icon
2386
Whirlpool
WHR
$2.49B
– –
-4,982
Closed -$414K
WWJD icon
2387
Inspire International ETF
WWJD
$550M
– –
-13,964
Closed -$429K
X
2388
DELISTED
US Steel
X
– –
-11,643
Closed -$492K
XJH icon
2389
iShares ESG Screened S&P Mid-Cap ETF
XJH
$416M
– –
-17,068
Closed -$667K
XOM icon
2390
ExxonMobil
XOM
$650B
– –
-1,067,861
Closed -$114M
XSVM icon
2391
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$679M
– –
-5,281
Closed -$265K
XVV icon
2392
iShares ESG Screened S&P 500 ETF
XVV
$633M
– –
-22,360
Closed -$957K
YALA
2393
Yalla Group
YALA
$814M
– –
-10,484
Closed -$54.7K
YETI icon
2394
Yeti Holdings
YETI
$3.87B
– –
-8,128
Closed -$269K
FFLG icon
2395
Fidelity Fundamental Large Cap Growth ETF
FFLG
$559M
– –
-9,315
Closed -$206K
PDYN icon
2396
Palladyne AI
PDYN
$228M
– –
-12,000
Closed -$70.6K
NNE
2397
Nano Nuclear Energy
NNE
$799M
– –
-47,408
Closed -$1.25M
LB
2398
LandBridge Co
LB
$2.09B
– –
-2,886
Closed -$208K
ACTU
2399
Actuate Therapeutics
ACTU
$25.8M
– –
-16,344
Closed -$111K
XIFR
2400
XPLR Infrastructure LP
XIFR
$1.04B
– –
-10,992
Closed -$104K
93 94 95
96
97

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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.