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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
IWS icon
551
iShares Russell Mid-Cap Value ETF
IWS
$16B
$7.13M 0.01%
51,055
-279
-0.5% -$38.1K
POCT icon
552
Innovator US Equity Power Buffer ETF October
POCT
$971M
$7.08M 0.01%
164,359
+113,583
+224% +$4.8M
IWN icon
553
iShares Russell 2000 Value ETF
IWN
$14.7B
$7.08M 0.01%
40,048
+366
+0.9% +$61.8K
LHX icon
554
L3Harris
LHX
$53.1B
$7.07M 0.01%
23,156
+2,802
+14% +$766K
AVLV icon
555
Avantis US Large Cap Value ETF
AVLV
$18.1B
$7.02M 0.01%
97,207
-4,946
-5% -$349K
STX icon
556
Seagate
STX
$192B
$7.02M 0.01%
29,739
+2,230
+8% +$381K
LQD icon
557
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$6.98M 0.01%
62,590
+33,869
+118% +$3.72M
TCBK icon
558
TriCo Bancshares
TCBK
$1.87B
$6.97M 0.01%
+156,992
New +$6.83M
INCY icon
559
Incyte
INCY
$24.4B
$6.95M 0.01%
81,954
+49,750
+154% +$3.93M
KMI icon
560
Kinder Morgan
KMI
$69.9B
$6.95M 0.01%
245,371
+87,668
+56% +$2.4M
REGN icon
561
Regeneron Pharmaceuticals
REGN
$78.3B
$6.94M 0.01%
12,340
+6,630
+116% +$3.75M
ROST icon
562
Ross Stores
ROST
$80.5B
$6.91M 0.01%
45,377
+7,956
+21% +$1.14M
RELX icon
563
RELX
RELX
$64.2B
$6.88M 0.01%
144,149
-23,289
-14% -$1.15M
THC icon
564
Tenet Healthcare
THC
$20.4B
$6.88M 0.01%
33,907
+12,596
+59% +$2.23M
IRM icon
565
Iron Mountain
IRM
$37.3B
$6.88M 0.01%
67,516
-13,754
-17% -$1.33M
NLY icon
566
Annaly Capital Management
NLY
$17.1B
$6.87M 0.01%
339,970
+43,806
+15% +$908K
AWK icon
567
American Water Works
AWK
$26.6B
$6.86M 0.01%
49,266
-557
-1% -$78.7K
F icon
568
Ford
F
$56.8B
$6.8M 0.01%
568,847
+57,060
+11% +$657K
ARLP icon
569
Alliance Resource Partners
ARLP
$3.31B
$6.79M 0.01%
268,637
+253,165
+1,636% +$6.33M
CHD icon
570
Church & Dwight Co
CHD
$24.4B
$6.77M 0.01%
77,271
+58,599
+314% +$5.49M
VEEV icon
571
Veeva Systems
VEEV
$34.4B
$6.76M 0.01%
22,678
+12,197
+116% +$3.43M
DVN icon
572
Devon Energy
DVN
$50.8B
$6.75M 0.01%
192,535
+75,363
+64% +$2.57M
PRFZ icon
573
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.87B
$6.75M 0.01%
148,544
+3,101
+2% +$135K
IWP icon
574
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
$6.67M 0.01%
46,844
-8,149
-15% -$1.15M
GDX icon
575
VanEck Gold Miners ETF
GDX
$23.8B
$6.61M 0.01%
86,519
-353
-0.4% -$21.3K
21 22
23
24 25

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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.