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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
+6.92%
1 Year Est. Return
+18.3%
3 Year Est. Return
+51.43%
5 Year Est. Return
+55.53%
10 Year Est. Return
–
AUM
$59.9B
AUM Growth
+$10.8B
Cap. Flow
+$7.92B
Cap. Flow %
13.22%
Top 10 Hldgs %
36.76%
Holding
2,762
New
514
Increased
1,374
Reduced
710
Closed
129

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.37B
2
NVDA icon
NVIDIA
NVDA
+$1.02B
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$631M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$490M
5
META icon
Meta Platforms (Facebook)
META
+$320M

Top Sells

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$63M
2
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$48.4M
3
ABBV icon
AbbVie
ABBV
+$32.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$31.6M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$27.7M

Sector Composition

Rank Sector Weight
1 Technology 9.83%
2 Financials 3.85%
3 Consumer Discretionary 2.66%
4 Communication Services 2.45%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCR icon
276
Vanguard Consumer Discretionary ETF
VCR
$6.28B
$23.3M 0.04%
58,757
+55,131
+1,520% +$21M
BKNG icon
277
Booking.com
BKNG
$149B
$23.2M 0.04%
107,625
+10,625
+11% +$2.37M
XLP icon
278
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$23.2M 0.04%
295,412
+270,464
+1,084% +$21.9M
IBMQ icon
279
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$660M
$23.1M 0.04%
900,305
+43,417
+5% +$1.11M
CTSH icon
280
Cognizant
CTSH
$24.9B
$23.1M 0.04%
343,964
+35,984
+12% +$2.6M
SO icon
281
Southern Company
SO
$107B
$23M 0.04%
243,108
+1,637
+0.7% +$153K
CB icon
282
Chubb
CB
$134B
$23M 0.04%
81,611
+8,560
+12% +$2.36M
IBTJ icon
283
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.34B
$23M 0.04%
1,046,617
+447,238
+75% +$9.79M
LDOS icon
284
Leidos
LDOS
$14.9B
$22.9M 0.04%
121,320
+28,525
+31% +$4.96M
DFAX icon
285
Dimensional World ex US Core Equity 2 ETF
DFAX
$12B
$22.8M 0.04%
727,249
-24,134
-3% -$733K
CVLC icon
286
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$924M
$22.8M 0.04%
+278,341
New +$22M
BA icon
287
Boeing
BA
$185B
$22.8M 0.04%
105,494
+17,299
+20% +$3.9M
SHW icon
288
Sherwin-Williams
SHW
$86B
$22.8M 0.04%
65,720
-1,609
-2% -$567K
STT icon
289
State Street
STT
$50.5B
$22.7M 0.04%
195,822
+52,727
+37% +$5.88M
BNDW icon
290
Vanguard Total World Bond ETF
BNDW
$1.88B
$22.6M 0.04%
324,282
-7,674
-2% -$531K
TFLO icon
291
iShares Treasury Floating Rate Bond ETF
TFLO
$6.64B
$22.5M 0.04%
444,975
-206,999
-32% -$10.5M
DVY icon
292
iShares Select Dividend ETF
DVY
$23.6B
$22.5M 0.04%
158,068
-17,308
-10% -$2.4M
UNM icon
293
Unum
UNM
$14.3B
$22.3M 0.04%
287,274
+265,251
+1,204% +$19.9M
WELL icon
294
Welltower
WELL
$168B
$22.3M 0.04%
125,398
+4,242
+4% +$697K
VICI icon
295
VICI Properties
VICI
$29.2B
$22M 0.04%
674,894
+48,146
+8% +$1.59M
EVRG icon
296
Evergy
EVRG
$19.2B
$21.7M 0.04%
285,953
+54,449
+24% +$3.88M
MCK icon
297
McKesson
MCK
$96.8B
$21.6M 0.04%
27,957
+2,749
+11% +$1.94M
ISRG icon
298
Intuitive Surgical
ISRG
$135B
$21.3M 0.04%
47,680
-9,185
-16% -$4.41M
DE icon
299
Deere & Co
DE
$163B
$21.1M 0.04%
46,075
-4,061
-8% -$2M
IBMR icon
300
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$467M
$21M 0.04%
821,622
+57,040
+7% +$1.45M
10 11
12
13 14

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Mercer Global Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Mercer Global Advisors held 2,762 positions worth $59.9B, up 22% from $49.1B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Mercer Global Advisors deployed $7.92B of net new capital in Q3 2025, opening 514 new positions and adding to 1,374 existing holdings. Its largest new stake was Apple: 6,050,013 shares worth $1.53B.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, up from 4.1% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Short-Term Corporate Bond ETF, an estimated $63M trimmed.

  • Mercer Global Advisors's largest Q3 2025 buy was Apple: 6,050,013 shares worth $1.53B.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q3 2025, an estimated $490M increase.
  • Mercer Global Advisors's biggest Q3 2025 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $63M.
  • Mercer Global Advisors fully exited Virtus Private Credit Strategy ETF in Q3 2025, selling an estimated $9.11M.
  • Mercer Global Advisors's ten largest holdings make up 37% of its $59.9B portfolio in Q3 2025.
  • Mercer Global Advisors opened 514 new positions and closed 129 in Q3 2025.
  • Mercer Global Advisors's portfolio value rose 22% quarter-over-quarter to $59.9B.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.