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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
RMD icon
301
ResMed
RMD
$31.2B
$21M 0.04%
76,557
-465
-0.6% -$127K
FNCL icon
302
Fidelity MSCI Financials Index ETF
FNCL
$2.4B
$20.9M 0.03%
274,140
+266,401
+3,442% +$20.1M
PLD icon
303
Prologis
PLD
$135B
$20.6M 0.03%
179,919
-890
-0.5% -$97.8K
IBMS
304
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$315M
$20.6M 0.03%
788,303
+154,274
+24% +$3.99M
VONE icon
305
Vanguard Russell 1000 ETF
VONE
$8.39B
$20.5M 0.03%
67,737
-1,393
-2% -$406K
RSG icon
306
Republic Services
RSG
$64.5B
$20.4M 0.03%
88,772
+6,489
+8% +$1.52M
GLW icon
307
Corning
GLW
$126B
$20M 0.03%
244,076
+70,600
+41% +$4.61M
MINT icon
308
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$20M 0.03%
198,223
-37,483
-16% -$3.77M
AEP icon
309
American Electric Power
AEP
$69.9B
$19.8M 0.03%
175,843
+28,940
+20% +$3.17M
DHI icon
310
D.R. Horton
DHI
$41B
$19.7M 0.03%
116,391
-24,315
-17% -$3.82M
NEE icon
311
NextEra Energy
NEE
$181B
$19.7M 0.03%
260,312
+27,956
+12% +$2.04M
ITW icon
312
Illinois Tool Works
ITW
$83B
$19.6M 0.03%
75,356
+3,002
+4% +$782K
EFG icon
313
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$19.6M 0.03%
172,293
-53,939
-24% -$6.01M
BX icon
314
Blackstone
BX
$108B
$19.6M 0.03%
114,759
+9,643
+9% +$1.65M
CPK icon
315
Chesapeake Utilities
CPK
$3.21B
$19.6M 0.03%
+145,551
New +$18.1M
SMMV icon
316
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$290M
$19.5M 0.03%
453,669
-43,713
-9% -$1.86M
SCHZ icon
317
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$19.5M 0.03%
828,833
-157,027
-16% -$3.65M
HON icon
318
Honeywell
HON
$78.2B
$19.4M 0.03%
97,928
+10,620
+12% +$2.22M
PFE icon
319
Pfizer
PFE
$143B
$19.4M 0.03%
761,985
-19,243
-2% -$475K
AVXC icon
320
Avantis Emerging Markets ex-China Equity ETF
AVXC
$392M
$19.4M 0.03%
323,614
+121,195
+60% +$7M
DOV icon
321
Dover
DOV
$27.7B
$19.3M 0.03%
115,823
+10,160
+10% +$1.82M
PCAR icon
322
PACCAR
PCAR
$69.5B
$19.3M 0.03%
196,284
+32,168
+20% +$3.17M
ASML icon
323
ASML
ASML
$631B
$19.2M 0.03%
19,857
-800
-4% -$629K
EEM icon
324
iShares MSCI Emerging Markets ETF
EEM
$28.9B
$19M 0.03%
355,082
+84,822
+31% +$4.26M
MSTR icon
325
Strategy Inc
MSTR
$34.7B
$18.9M 0.03%
+58,784
New +$21.8M
11 12
13
14 15

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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.