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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
BKR icon
801
Baker Hughes
BKR
$61.3B
$3.44M 0.01%
134,060
+84,821
+172% +$3.74M
EXPD icon
802
Expeditors International
EXPD
$23.7B
$3.44M 0.01%
28,061
-2,060
-7% -$245K
TAP icon
803
Molson Coors Class B
TAP
$7.86B
$3.43M 0.01%
75,830
+1,805
+2% +$89.1K
BMRN icon
804
BioMarin Pharmaceuticals
BMRN
$11.7B
$3.42M 0.01%
63,159
+29,624
+88% +$1.69M
IGM icon
805
iShares Expanded Tech Sector ETF
IGM
$10.7B
$3.42M 0.01%
27,144
+2,517
+10% +$297K
LII icon
806
Lennox International
LII
$15B
$3.41M 0.01%
6,435
+357
+6% +$208K
ICVT icon
807
iShares Convertible Bond ETF
ICVT
$7.44B
$3.4M 0.01%
33,996
-25,968
-43% -$2.44M
CW icon
808
Curtiss-Wright
CW
$28B
$3.4M 0.01%
6,260
+3,252
+108% +$1.6M
JHML icon
809
John Hancock Multifactor Large Cap ETF
JHML
$1.2B
$3.4M 0.01%
43,363
-8,900
-17% -$674K
FIS icon
810
Fidelity National Information Services
FIS
$22.9B
$3.4M 0.01%
51,533
-438
-0.8% -$31.9K
PNFP icon
811
Pinnacle Financial Partners Inc
PNFP
$16.2B
$3.39M 0.01%
36,148
+26,435
+272% +$2.64M
TKR icon
812
Timken Company
TKR
$9.85B
$3.37M 0.01%
44,868
+5,971
+15% +$461K
AVSD icon
813
Avantis Responsible International Equity ETF
AVSD
$496M
$3.36M 0.01%
46,897
+42,721
+1,023% +$2.96M
IBOC icon
814
International Bancshares
IBOC
$4.74B
$3.35M 0.01%
48,735
+974
+2% +$68.1K
TXT icon
815
Textron
TXT
$15.3B
$3.34M 0.01%
39,571
+9,564
+32% +$779K
ILMN icon
816
Illumina
ILMN
$30.7B
$3.33M 0.01%
35,037
+18,288
+109% +$1.81M
SLYG icon
817
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.26B
$3.33M 0.01%
35,273
-24,622
-41% -$2.27M
GSY icon
818
Invesco Ultra Short Duration ETF
GSY
$3.9B
$3.32M 0.01%
66,068
-67,903
-51% -$3.41M
EQT icon
819
EQT Corp
EQT
$33B
$3.32M 0.01%
60,941
+41,702
+217% +$2.2M
XYZ
820
Block Inc
XYZ
$50.4B
$3.32M 0.01%
45,877
-4,577
-9% -$343K
MKL icon
821
Markel Group
MKL
$23.3B
$3.3M 0.01%
1,727
+361
+26% +$708K
BABA icon
822
Alibaba
BABA
$309B
$3.29M 0.01%
18,417
-2,370
-11% -$311K
MGK icon
823
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34B
$3.27M 0.01%
40,645
+2,320
+6% +$178K
GL icon
824
Globe Life
GL
$14.3B
$3.27M 0.01%
22,875
+6,760
+42% +$916K
MRVL icon
825
Marvell Technology
MRVL
$196B
$3.26M 0.01%
+44,784
New +$3.3M
31 32
33
34 35

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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.