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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
MOH icon
676
Molina Healthcare
MOH
$9.99B
$4.86M 0.01%
25,397
+20,532
+422% +$3.78M
IMCB icon
677
iShares Morningstar Mid-Cap ETF
IMCB
$1.7B
$4.86M 0.01%
58,483
-23,089
-28% -$1.88M
GLPI icon
678
Gaming and Leisure Properties
GLPI
$12.6B
$4.84M 0.01%
103,936
-226
-0.2% -$10.6K
MELI icon
679
Mercado Libre
MELI
$95.7B
$4.84M 0.01%
2,070
+558
+37% +$1.34M
VTR icon
680
Ventas
VTR
$46.6B
$4.83M 0.01%
69,008
+24,186
+54% +$1.63M
ACGL icon
681
Arch Capital
ACGL
$33.9B
$4.81M 0.01%
53,066
-24,506
-32% -$2.2M
FSLR icon
682
First Solar
FSLR
$26.2B
$4.78M 0.01%
21,656
+1,832
+9% +$352K
TOST icon
683
Toast
TOST
$19.6B
$4.76M 0.01%
130,248
-18,052
-12% -$784K
FUTU icon
684
Futu Holdings
FUTU
$15.3B
$4.75M 0.01%
27,327
+12,714
+87% +$2.11M
NFG icon
685
National Fuel Gas
NFG
$7.75B
$4.74M 0.01%
51,295
+15,619
+44% +$1.36M
SOFI icon
686
SoFi Technologies
SOFI
$24.1B
$4.73M 0.01%
+179,142
New +$4.25M
OXY icon
687
Occidental Petroleum
OXY
$54.8B
$4.73M 0.01%
100,083
+62,390
+166% +$2.82M
CPT icon
688
Camden Property Trust
CPT
$11B
$4.72M 0.01%
44,245
+6,665
+18% +$732K
FNDF icon
689
Schwab Fundamental International Large Company Index ETF
FNDF
$25.2B
$4.72M 0.01%
109,971
+23,376
+27% +$972K
HLT icon
690
Hilton Worldwide
HLT
$70.2B
$4.71M 0.01%
18,172
-2,520
-12% -$681K
FTI icon
691
TechnipFMC
FTI
$27.5B
$4.71M 0.01%
119,332
+82,035
+220% +$3M
CPRT icon
692
Copart
CPRT
$27.2B
$4.7M 0.01%
104,472
+20,612
+25% +$971K
FSTA icon
693
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.42B
$4.68M 0.01%
+93,887
New +$4.8M
TER icon
694
Teradyne
TER
$63.1B
$4.67M 0.01%
33,911
-35,392
-51% -$3.87M
CTVA icon
695
Corteva
CTVA
$52.2B
$4.66M 0.01%
68,879
+12,064
+21% +$874K
AON icon
696
Aon
AON
$75.7B
$4.64M 0.01%
13,023
+4,874
+60% +$1.76M
LYG icon
697
Lloyds Banking Group
LYG
$90.3B
$4.62M 0.01%
1,018,701
-39,819
-4% -$174K
SYY icon
698
Sysco
SYY
$39.6B
$4.62M 0.01%
56,074
+7,037
+14% +$563K
BILS icon
699
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$4.62M 0.01%
46,393
+1,569
+4% +$156K
VONG icon
700
Vanguard Russell 1000 Growth ETF
VONG
$44.9B
$4.61M 0.01%
38,283
-5,689
-13% -$652K
26 27
28
29 30

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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.