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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
STIP icon
651
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$5.27M 0.01%
50,988
-3,807
-7% -$393K
JBHT icon
652
JB Hunt Transport Services
JBHT
$25.8B
$5.25M 0.01%
39,112
+23,298
+147% +$3.35M
ALNY icon
653
Alnylam Pharmaceuticals
ALNY
$29.3B
$5.24M 0.01%
11,484
+8,921
+348% +$3.63M
TTE icon
654
TotalEnergies
TTE
$189B
$5.23M 0.01%
87,584
-11,757
-12% -$725K
DKNG icon
655
DraftKings
DKNG
$11.7B
$5.15M 0.01%
137,770
+60,382
+78% +$2.68M
BWA icon
656
BorgWarner
BWA
$12.9B
$5.14M 0.01%
116,894
+64,251
+122% +$2.57M
D icon
657
Dominion Energy
D
$60.9B
$5.13M 0.01%
83,914
+3,032
+4% +$180K
VMC icon
658
Vulcan Materials
VMC
$36.9B
$5.11M 0.01%
16,605
+7,807
+89% +$2.22M
ES icon
659
Eversource Energy
ES
$27.3B
$5.1M 0.01%
71,719
+32,028
+81% +$2.1M
BEN icon
660
Franklin Resources
BEN
$18.2B
$5.08M 0.01%
219,696
+16,133
+8% +$399K
GEN icon
661
Gen Digital
GEN
$16.9B
$5.02M 0.01%
176,977
+32,757
+23% +$980K
EGP icon
662
EastGroup Properties
EGP
$11B
$5M 0.01%
29,563
+2,748
+10% +$456K
HSY icon
663
Hershey
HSY
$36B
$5M 0.01%
26,743
+5,848
+28% +$1.06M
TSN icon
664
Tyson Foods
TSN
$20.7B
$4.98M 0.01%
91,793
+53,129
+137% +$2.93M
SNY icon
665
Sanofi
SNY
$102B
$4.98M 0.01%
105,591
-11,954
-10% -$577K
EXR icon
666
Extra Space Storage
EXR
$31.7B
$4.98M 0.01%
35,347
+4,109
+13% +$590K
MBWM icon
667
Mercantile Bank Corp
MBWM
$1.07B
$4.98M 0.01%
110,593
+4,200
+4% +$200K
VAW icon
668
Vanguard Materials ETF
VAW
$3.06B
$4.97M 0.01%
24,246
+22,330
+1,165% +$4.54M
AMT icon
669
American Tower
AMT
$81.7B
$4.97M 0.01%
25,823
+3,131
+14% +$652K
QLD icon
670
ProShares Ultra QQQ
QLD
$14.1B
$4.92M 0.01%
71,700
+52,588
+275% +$3.31M
DFSD
671
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.15B
$4.91M 0.01%
101,882
-38,007
-27% -$1.83M
LAMR icon
672
Lamar Advertising Co
LAMR
$16.1B
$4.91M 0.01%
40,094
+7,562
+23% +$939K
XYL icon
673
Xylem
XYL
$28.5B
$4.88M 0.01%
33,068
+417
+1% +$57.8K
RY icon
674
Royal Bank of Canada
RY
$290B
$4.87M 0.01%
33,039
+2,111
+7% +$291K
GNR icon
675
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.83B
$4.86M 0.01%
82,159
-1,237
-1% -$70.3K
25 26
27
28 29

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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.