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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
GWW icon
726
W.W. Grainger
GWW
$61.4B
$4.3M 0.01%
4,513
-586
-11% -$588K
J icon
727
Jacobs Solutions
J
$16.8B
$4.29M 0.01%
28,657
-710
-2% -$102K
RKT icon
728
Rocket Companies
RKT
$39.9B
$4.28M 0.01%
221,072
-1,093
-0.5% -$19.1K
BE icon
729
Bloom Energy
BE
$67.2B
$4.27M 0.01%
50,475
+39,414
+356% +$1.83M
SMCI icon
730
Super Micro Computer
SMCI
$20.5B
$4.27M 0.01%
88,995
+11,854
+15% +$566K
CNC icon
731
Centene
CNC
$31.7B
$4.27M 0.01%
119,545
-9,478
-7% -$286K
CCK icon
732
Crown Holdings
CCK
$13.2B
$4.26M 0.01%
44,060
+13,322
+43% +$1.34M
AA icon
733
Alcoa
AA
$12.4B
$4.26M 0.01%
129,390
-361
-0.3% -$11.2K
VCYT icon
734
Veracyte
VCYT
$3.73B
$4.25M 0.01%
123,732
+3,720
+3% +$107K
MDYG icon
735
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.91B
$4.24M 0.01%
46,324
-3,603
-7% -$324K
GLDM icon
736
SPDR Gold MiniShares Trust
GLDM
$27.7B
$4.24M 0.01%
55,414
-1,517
-3% -$104K
HYG icon
737
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$4.23M 0.01%
52,145
-5,588
-10% -$450K
PPL
738
PPL Corp
PPL
$26.5B
$4.21M 0.01%
113,375
-167,622
-60% -$6.02M
IDXX icon
739
Idexx Laboratories
IDXX
$46.4B
$4.21M 0.01%
6,587
+1,690
+35% +$1.03M
KKR icon
740
KKR & Co
KKR
$97.2B
$4.2M 0.01%
32,332
+3,388
+12% +$481K
BUD icon
741
AB InBev
BUD
$167B
$4.2M 0.01%
70,434
-10,433
-13% -$656K
ITGR icon
742
Integer Holdings
ITGR
$4.25B
$4.18M 0.01%
40,494
+2,432
+6% +$265K
HUM icon
743
Humana
HUM
$43.5B
$4.17M 0.01%
16,047
+6,654
+71% +$1.75M
CNO icon
744
CNO Financial Group
CNO
$5.14B
$4.17M 0.01%
105,421
+10,617
+11% +$406K
HWM icon
745
Howmet Aerospace
HWM
$115B
$4.17M 0.01%
21,242
+2,662
+14% +$485K
DVYE icon
746
iShares Emerging Markets Dividend ETF
DVYE
$1.22B
$4.15M 0.01%
139,913
-52,709
-27% -$1.55M
AVB icon
747
AvalonBay Communities
AVB
$27B
$4.15M 0.01%
21,500
-7,721
-26% -$1.5M
MPLX icon
748
MPLX
MPLX
$61.4B
$4.12M 0.01%
82,571
+1,680
+2% +$85.2K
LYB icon
749
LyondellBasell Industries
LYB
$19.7B
$4.12M 0.01%
84,096
+11,350
+16% +$640K
MGM icon
750
MGM Resorts International
MGM
$11.7B
$4.11M 0.01%
118,515
+53,937
+84% +$1.98M
28 29
30
31 32

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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.