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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
UGP icon
2376
Ultrapar
UGP
$7.93B
– –
-11,502
Closed -$35.4K
UMBF icon
2377
UMB Financial
UMBF
$10.6B
– –
-28,219
Closed -$2.85M
UNH icon
2378
UnitedHealth
UNH
$344B
– –
-143,736
Closed -$54.9M
VCLT icon
2379
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.79B
– –
-5,374
Closed -$408K
VNQI icon
2380
Vanguard Global ex-US Real Estate ETF
VNQI
$3.39B
– –
-8,230
Closed -$333K
VSEC icon
2381
VSE Corp
VSEC
$5.27B
– –
-1,697
Closed -$204K
VTI icon
2382
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
– –
-1,384,395
Closed -$389M
VUG icon
2383
Vanguard Morningstar Growth ETF
VUG
$226B
– –
-2,510,532
Closed -$165M
VWOB icon
2384
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.26B
– –
-4,854
Closed -$312K
WB icon
2385
Weibo
WB
$1.63B
– –
-12,400
Closed -$117K
WHR icon
2386
Whirlpool
WHR
$2.22B
– –
-4,982
Closed -$414K
WWJD icon
2387
Inspire International ETF
WWJD
$576M
– –
-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
$413M
– –
-17,068
Closed -$667K
XOM icon
2390
ExxonMobil
XOM
$679B
– –
-1,067,861
Closed -$114M
XSVM icon
2391
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$637M
– –
-5,281
Closed -$265K
XVV icon
2392
iShares ESG Screened S&P 500 ETF
XVV
$676M
– –
-22,360
Closed -$957K
YALA
2393
Yalla Group
YALA
$835M
– –
-10,484
Closed -$54.7K
YETI icon
2394
Yeti Holdings
YETI
$2.94B
– –
-8,128
Closed -$269K
FFLG icon
2395
Fidelity Fundamental Large Cap Growth ETF
FFLG
$612M
– –
-9,315
Closed -$206K
PDYN icon
2396
Palladyne AI
PDYN
$285M
– –
-12,000
Closed -$70.6K
NNE
2397
Nano Nuclear Energy
NNE
$853M
– –
-47,408
Closed -$1.25M
LB
2398
LandBridge Co
LB
$2.47B
– –
-2,886
Closed -$208K
ACTU
2399
Actuate Therapeutics
ACTU
$25.7M
– –
-16,344
Closed -$111K
XIFR
2400
XPLR Infrastructure LP
XIFR
$1.08B
– –
-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 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.