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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
SHY icon
326
iShares 1-3 Year Treasury Bond ETF
SHY
$25B
$18.9M 0.03%
227,701
-35,195
-13% -$2.91M
VDE icon
327
Vanguard Energy ETF
VDE
$9.95B
$18.8M 0.03%
149,540
+40,183
+37% +$4.95M
DIVO icon
328
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.66B
$18.7M 0.03%
420,519
+383,719
+1,043% +$16.6M
PRF icon
329
Invesco FTSE RAFI US 1000 ETF
PRF
$9.89B
$18.7M 0.03%
414,083
-10,604
-2% -$463K
ECL icon
330
Ecolab
ECL
$78.6B
$18.5M 0.03%
67,646
+40,342
+148% +$11M
FCOM icon
331
Fidelity MSCI Communication Services Index ETF
FCOM
$1.82B
$18.5M 0.03%
+260,183
New +$17.6M
GUNR icon
332
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.17B
$18.4M 0.03%
421,397
+7,836
+2% +$329K
GSLC icon
333
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$18.2M 0.03%
139,760
-13,280
-9% -$1.67M
VOE icon
334
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.8B
$18.2M 0.03%
104,207
-15,034
-13% -$2.56M
UPS icon
335
United Parcel Service
UPS
$90.8B
$18M 0.03%
215,527
+123,435
+134% +$11.2M
NOW icon
336
ServiceNow
NOW
$118B
$18M 0.03%
97,810
+5,320
+6% +$994K
KMB icon
337
Kimberly-Clark
KMB
$35.7B
$17.9M 0.03%
144,144
+3,052
+2% +$395K
EFV icon
338
iShares MSCI EAFE Value ETF
EFV
$29B
$17.9M 0.03%
263,496
-127,720
-33% -$8.41M
ULTA icon
339
Ulta Beauty
ULTA
$23B
$17.8M 0.03%
32,643
+8,259
+34% +$4.23M
FHLC icon
340
Fidelity MSCI Health Care Index ETF
FHLC
$3.28B
$17.8M 0.03%
266,868
+262,069
+5,461% +$16.9M
DHR icon
341
Danaher
DHR
$139B
$17.8M 0.03%
89,891
+22,832
+34% +$4.54M
DGX icon
342
Quest Diagnostics
DGX
$25.6B
$17.7M 0.03%
92,822
+8,217
+10% +$1.46M
DFAI
343
Dimensional International Core Equity Market ETF
DFAI
$17.5B
$17.5M 0.03%
481,909
-16,683
-3% -$590K
NVS icon
344
Novartis
NVS
$292B
$17.5M 0.03%
136,371
+1,465
+1% +$179K
GM icon
345
General Motors
GM
$79.3B
$17.4M 0.03%
286,056
+60,815
+27% +$3.39M
GD icon
346
General Dynamics
GD
$103B
$17.4M 0.03%
51,071
+13,137
+35% +$4.14M
CME icon
347
CME Group
CME
$95.7B
$17.3M 0.03%
64,011
+1,221
+2% +$332K
EW icon
348
Edwards Lifesciences
EW
$51.1B
$17.3M 0.03%
221,968
+117,331
+112% +$9.17M
MDYV icon
349
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.81B
$17.2M 0.03%
205,824
+112
+0.1% +$9.22K
CINF icon
350
Cincinnati Financial
CINF
$27.3B
$17.1M 0.03%
108,332
+5,467
+5% +$830K
12 13
14
15 16

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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.