We are live on ! Find out more
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
MAS icon
376
Masco
MAS
$14.7B
$15.1M 0.03%
214,114
-66,257
-24% -$4.66M
MDY icon
377
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$15M 0.03%
25,104
+5,870
+31% +$3.45M
ADI icon
378
Analog Devices
ADI
$176B
$14.9M 0.02%
60,635
+9,838
+19% +$2.37M
PNC icon
379
PNC Financial Services
PNC
$100B
$14.9M 0.02%
74,099
+26,459
+56% +$5.23M
DGRO icon
380
iShares Core Dividend Growth ETF
DGRO
$42.9B
$14.9M 0.02%
218,467
-17,611
-7% -$1.16M
SDY icon
381
State Street SPDR S&P Dividend ETF
SDY
$23.6B
$14.8M 0.02%
105,671
+15,051
+17% +$2.1M
NDAQ icon
382
Nasdaq
NDAQ
$52.6B
$14.6M 0.02%
165,022
+97,148
+143% +$9M
WDC icon
383
Western Digital
WDC
$182B
$14.5M 0.02%
121,136
+107,135
+765% +$8.76M
MPC icon
384
Marathon Petroleum
MPC
$89.6B
$14.5M 0.02%
75,449
+4,527
+6% +$796K
WRB icon
385
W.R. Berkley
WRB
$26.7B
$14.5M 0.02%
189,732
+19,781
+12% +$1.41M
XLG icon
386
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
$14.5M 0.02%
251,531
+77,712
+45% +$4.25M
EA icon
387
Electronic Arts
EA
$53B
$14.3M 0.02%
70,881
+23,588
+50% +$3.9M
DIA icon
388
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.7B
$14.2M 0.02%
30,703
+3,586
+13% +$1.62M
SAP icon
389
SAP
SAP
$219B
$14.2M 0.02%
53,052
-661
-1% -$186K
EMXC icon
390
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.6B
$14.1M 0.02%
209,206
-68,030
-25% -$4.4M
HYD icon
391
VanEck High Yield Muni ETF
HYD
$4.42B
$14.1M 0.02%
277,083
+215,450
+350% +$10.7M
HSBC icon
392
HSBC
HSBC
$370B
$14M 0.02%
197,926
-18,354
-8% -$1.19M
ZM icon
393
Zoom
ZM
$28.8B
$13.9M 0.02%
168,602
+47,857
+40% +$3.73M
ITA icon
394
iShares US Aerospace & Defense ETF
ITA
$14.4B
$13.7M 0.02%
65,467
+5,622
+9% +$1.11M
FISV
395
Fiserv Inc
FISV
$29B
$13.6M 0.02%
105,515
-23,128
-18% -$3.31M
MLI icon
396
Mueller Industries
MLI
$14.7B
$13.5M 0.02%
266,174
+80,018
+43% +$3.67M
LNG icon
397
Cheniere Energy
LNG
$54.1B
$13.4M 0.02%
56,817
+5,606
+11% +$1.32M
TIP icon
398
iShares TIPS Bond ETF
TIP
$14.5B
$13.3M 0.02%
119,696
+44,145
+58% +$4.88M
MRSH
399
Marsh
MRSH
$92B
$13.2M 0.02%
65,698
+25,841
+65% +$5.31M
FIDU icon
400
Fidelity MSCI Industrials Index ETF
FIDU
$2.35B
$13.2M 0.02%
161,332
+158,598
+5,801% +$12.7M
14 15
16
17 18

Similar funds

ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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.