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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
GRMN
351
Garmin
GRMN
$58.5B
$17M 0.03%
69,185
+3,730
+6% +$861K
TMUS icon
352
T-Mobile US
TMUS
$189B
$17M 0.03%
70,966
+5,858
+9% +$1.42M
VDC icon
353
Vanguard Consumer Staples ETF
VDC
$7.95B
$16.9M 0.03%
78,987
+72,115
+1,049% +$15.8M
PFF icon
354
iShares Preferred and Income Securities ETF
PFF
$13.3B
$16.9M 0.03%
532,950
+287,255
+117% +$9.03M
CMCSA icon
355
Comcast
CMCSA
$87.4B
$16.7M 0.03%
532,995
-69,355
-12% -$2.32M
IVE icon
356
iShares S&P 500 Value ETF
IVE
$49.6B
$16.7M 0.03%
80,881
-3,026
-4% -$608K
LEVI icon
357
Levi Strauss
LEVI
$9.56B
$16.6M 0.03%
713,205
-51,392
-7% -$1.09M
TMO icon
358
Thermo Fisher Scientific
TMO
$210B
$16.6M 0.03%
34,206
+3,970
+13% +$1.85M
ADBE icon
359
Adobe
ADBE
$101B
$16.5M 0.03%
46,801
+4,100
+10% +$1.47M
SBUX icon
360
Starbucks
SBUX
$119B
$16.4M 0.03%
194,244
+2,706
+1% +$242K
ORKA
361
Oruka Therapeutics
ORKA
$5.81B
$16.4M 0.03%
852,411
+73
+0% +$1.08K
VST icon
362
Vistra
VST
$49.1B
$16.1M 0.03%
81,942
-949
-1% -$188K
FLEX icon
363
Flex
FLEX
$47.4B
$16M 0.03%
276,827
+270,769
+4,470% +$14.4M
FOXA icon
364
Fox Class A
FOXA
$24.4B
$16M 0.03%
253,113
+38,824
+18% +$2.25M
EXLS icon
365
EXL Service
EXLS
$5.16B
$15.9M 0.03%
360,389
+17,164
+5% +$743K
PRIM icon
366
Primoris Services
PRIM
$4.86B
$15.8M 0.03%
115,279
+18,296
+19% +$1.96M
PKG icon
367
Packaging Corp of America
PKG
$22.7B
$15.7M 0.03%
72,194
+9,877
+16% +$2.04M
NSC icon
368
Norfolk Southern
NSC
$76.3B
$15.7M 0.03%
52,178
+11,137
+27% +$3.09M
DFAU icon
369
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$15.7M 0.03%
342,500
-69,306
-17% -$3.05M
MSI icon
370
Motorola Solutions
MSI
$73.8B
$15.6M 0.03%
34,173
-1,189
-3% -$536K
TNET icon
371
TriNet
TNET
$3.18B
$15.5M 0.03%
232,368
+26,004
+13% +$1.77M
VT icon
372
Vanguard Total World Stock ETF
VT
$79.2B
$15.4M 0.03%
111,932
-26,334
-19% -$3.5M
GWRE icon
373
Guidewire Software
GWRE
$13.3B
$15.4M 0.03%
66,996
+3,990
+6% +$907K
GIS icon
374
General Mills
GIS
$19.3B
$15.4M 0.03%
304,507
-14,256
-4% -$715K
DASH icon
375
DoorDash
DASH
$87.6B
$15.1M 0.03%
55,478
+2,297
+4% +$576K
13 14
15
16 17

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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.