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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
G icon
601
Genpact
G
$6.07B
$6.06M 0.01%
144,638
+37,301
+35% +$1.64M
ILCB icon
602
iShares Morningstar US Equity ETF
ILCB
$1.31B
$6.05M 0.01%
65,433
-40,416
-38% -$3.59M
MNST icon
603
Monster Beverage
MNST
$92.1B
$6.04M 0.01%
89,696
+23,930
+36% +$1.49M
IBMN
604
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$6.01M 0.01%
224,439
-42,614
-16% -$1.14M
CTAS icon
605
Cintas
CTAS
$81.5B
$6.01M 0.01%
29,281
+898
+3% +$192K
OKE icon
606
Oneok
OKE
$55.2B
$6M 0.01%
82,245
+9,003
+12% +$689K
TOL icon
607
Toll Brothers
TOL
$14.3B
$5.98M 0.01%
43,317
+6,561
+18% +$856K
GSIE icon
608
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.08B
$5.97M 0.01%
145,223
-30,631
-17% -$1.24M
JMST icon
609
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.09B
$5.96M 0.01%
116,759
-7,915
-6% -$403K
DKS icon
610
Dick's Sporting Goods
DKS
$18B
$5.93M 0.01%
26,693
+1,282
+5% +$279K
R icon
611
Ryder
R
$10.3B
$5.92M 0.01%
31,387
+4,477
+17% +$808K
ACWI icon
612
iShares MSCI ACWI ETF
ACWI
$33.4B
$5.9M 0.01%
42,713
+284
+0.7% +$37.7K
CF icon
613
CF Industries
CF
$18.1B
$5.89M 0.01%
65,674
+18,009
+38% +$1.61M
IJJ icon
614
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$5.89M 0.01%
45,406
-4,666
-9% -$597K
BHP icon
615
BHP
BHP
$222B
$5.85M 0.01%
104,936
-1,512
-1% -$80.5K
REG icon
616
Regency Centers
REG
$14.5B
$5.84M 0.01%
80,051
+615
+0.8% +$43.9K
GSK icon
617
GSK
GSK
$103B
$5.81M 0.01%
134,715
+17,120
+15% +$669K
FNF icon
618
Fidelity National Financial
FNF
$13.9B
$5.78M 0.01%
95,522
+31,075
+48% +$1.81M
EME icon
619
Emcor
EME
$36.2B
$5.72M 0.01%
8,813
+3,329
+61% +$2.02M
BIIB icon
620
Biogen
BIIB
$30.8B
$5.68M 0.01%
40,535
+2,920
+8% +$395K
NET icon
621
Cloudflare
NET
$107B
$5.68M 0.01%
26,455
-6,656
-20% -$1.36M
SLYV icon
622
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.07B
$5.68M 0.01%
64,026
-13,020
-17% -$1.11M
FIX icon
623
Comfort Systems
FIX
$62.5B
$5.67M 0.01%
6,877
+3,698
+116% +$2.51M
EPR icon
624
EPR Properties
EPR
$4.69B
$5.63M 0.01%
97,093
+13,092
+16% +$736K
SPDW icon
625
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.2B
$5.63M 0.01%
131,474
+7,020
+6% +$291K
23 24
25
26 27

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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.