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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
VIG icon
51
Vanguard Dividend Appreciation ETF
VIG
$111B
$166M 0.28%
771,278
+300,645
+64% +$63.1M
VUG icon
52
Vanguard Morningstar Growth ETF
VUG
$220B
$159M 0.27%
+2,004,978
New +$153M
VLUE icon
53
iShares MSCI USA Value Factor ETF
VLUE
$9.17B
$158M 0.26%
1,266,122
-140,499
-10% -$16.5M
XOM icon
54
ExxonMobil
XOM
$644B
$156M 0.26%
+1,380,899
New +$154M
RJF icon
55
Raymond James Financial
RJF
$33.8B
$155M 0.26%
897,019
-151,732
-14% -$25.1M
IJH icon
56
iShares Core S&P Mid-Cap ETF
IJH
$122B
$150M 0.25%
2,302,038
+1,622,736
+239% +$104M
HD icon
57
Home Depot
HD
$331B
$147M 0.25%
363,584
+31,379
+9% +$12.3M
JNJ icon
58
Johnson & Johnson
JNJ
$618B
$142M 0.24%
766,805
+64,373
+9% +$11M
VTES icon
59
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$140M 0.23%
1,374,774
+111,927
+9% +$11.4M
EAGG icon
60
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$133M 0.22%
2,765,829
+468,567
+20% +$22.3M
EFA icon
61
iShares MSCI EAFE ETF
EFA
$78B
$133M 0.22%
1,421,831
+70,405
+5% +$6.4M
IVLU icon
62
iShares MSCI Intl Value Factor ETF
IVLU
$4.42B
$133M 0.22%
3,740,157
-396,524
-10% -$13.6M
IJR icon
63
iShares Core S&P Small-Cap ETF
IJR
$109B
$129M 0.21%
1,082,965
+679,403
+168% +$78.1M
IDV icon
64
iShares International Select Dividend ETF
IDV
$8.45B
$129M 0.21%
3,516,713
+608,727
+21% +$21.9M
EOG icon
65
EOG Resources
EOG
$79.2B
$127M 0.21%
1,133,503
+35,974
+3% +$4.29M
ORCL icon
66
Oracle
ORCL
$374B
$127M 0.21%
450,037
+68,240
+18% +$17.4M
ESGD icon
67
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
$124M 0.21%
1,337,965
+68,092
+5% +$6.16M
AVUS icon
68
Avantis US Equity ETF
AVUS
$14B
$123M 0.21%
1,134,255
+730,960
+181% +$76.7M
USMV icon
69
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$122M 0.2%
1,286,426
-154,602
-11% -$14.5M
IQLT icon
70
iShares MSCI Intl Quality Factor ETF
IQLT
$13.8B
$122M 0.2%
2,764,963
-320,701
-10% -$13.8M
XLK icon
71
State Street Technology Select Sector SPDR ETF
XLK
$115B
$121M 0.2%
861,744
+663,800
+335% +$87.9M
INTC icon
72
Intel
INTC
$455B
$110M 0.18%
+3,291,291
New +$79.7M
ITOT icon
73
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$110M 0.18%
753,842
+443,277
+143% +$62.2M
COST icon
74
Costco
COST
$422B
$110M 0.18%
+118,891
New +$114M
V icon
75
Visa
V
$684B
$110M 0.18%
321,183
+13,328
+4% +$4.61M
1 2
3
4 5

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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.