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
L icon
426
Loews
L
$23.9B
$11.6M 0.02%
116,005
+8,517
+8% +$805K
PSX icon
427
Phillips 66
PSX
$82.7B
$11.6M 0.02%
85,587
+28,552
+50% +$3.66M
MAR icon
428
Marriott International
MAR
$91.5B
$11.6M 0.02%
44,685
+1,636
+4% +$439K
EXPE icon
429
Expedia Group
EXPE
$35.8B
$11.6M 0.02%
54,370
+25,883
+91% +$5.2M
VBK icon
430
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.5B
$11.6M 0.02%
38,911
-1,187
-3% -$343K
SHEL icon
431
Shell
SHEL
$252B
$11.6M 0.02%
161,555
-12,554
-7% -$904K
MMM icon
432
3M
MMM
$91.4B
$11.5M 0.02%
74,056
+9,826
+15% +$1.52M
CLF icon
433
Cleveland-Cliffs
CLF
$6.4B
$11.5M 0.02%
941,903
-52,427
-5% -$551K
VRSN icon
434
VeriSign
VRSN
$27B
$11.4M 0.02%
40,938
+28,958
+242% +$8.09M
TLT icon
435
iShares 20+ Year Treasury Bond ETF
TLT
$41.4B
$11.4M 0.02%
129,541
+96,192
+288% +$8.41M
MEDP icon
436
Medpace
MEDP
$16B
$11.4M 0.02%
22,224
+9,384
+73% +$4.1M
XLRE icon
437
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.63B
$11.4M 0.02%
270,725
+258,441
+2,104% +$10.8M
VIGI icon
438
Vanguard International Dividend Appreciation ETF
VIGI
$9.1B
$11.3M 0.02%
126,150
+36,515
+41% +$3.25M
FOX icon
439
Fox Class B
FOX
$22.1B
$11.3M 0.02%
197,124
+27,535
+16% +$1.45M
FAST icon
440
Fastenal
FAST
$55.2B
$11.2M 0.02%
229,249
-808
-0.4% -$38.2K
XLB icon
441
State Street Materials Select Sector SPDR ETF
XLB
$8.36B
$11.2M 0.02%
249,902
+222,080
+798% +$10M
SSNC icon
442
SS&C Technologies
SSNC
$18.6B
$11.1M 0.02%
125,373
+14,508
+13% +$1.26M
BBVA icon
443
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$11.1M 0.02%
575,143
-10,237
-2% -$179K
HST icon
444
Host Hotels & Resorts
HST
$17.2B
$10.9M 0.02%
642,283
+54,564
+9% +$905K
PEG icon
445
Public Service Enterprise Group
PEG
$38.2B
$10.8M 0.02%
129,678
-3,803
-3% -$319K
IBDQ
446
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$10.8M 0.02%
428,594
-38,454
-8% -$967K
EPD icon
447
Enterprise Products Partners
EPD
$81.9B
$10.8M 0.02%
344,975
+24,075
+8% +$760K
VOT icon
448
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.6B
$10.8M 0.02%
36,680
-4,359
-11% -$1.26M
EQR icon
449
Equity Residential
EQR
$25.3B
$10.7M 0.02%
165,968
-29,430
-15% -$1.92M
AZO icon
450
AutoZone
AZO
$48.8B
$10.7M 0.02%
2,500
+326
+15% +$1.31M
16 17
18
19 20

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.