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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
PBD icon
826
Invesco Global Clean Energy ETF
PBD
$193M
$3.24M 0.01%
215,297
+99,519
+86% +$1.39M
TRGP icon
827
Targa Resources
TRGP
$56.8B
$3.24M 0.01%
19,362
+8,889
+85% +$1.48M
OKLO
828
Oklo
OKLO
$7.54B
$3.24M 0.01%
29,042
-1,584
-5% -$124K
PINS icon
829
Pinterest
PINS
$14.3B
$3.24M 0.01%
100,758
+50,933
+102% +$1.85M
WSM icon
830
Williams-Sonoma
WSM
$29.3B
$3.24M 0.01%
16,576
+829
+5% +$158K
IQV icon
831
IQVIA
IQV
$38.4B
$3.22M 0.01%
16,966
+5,623
+50% +$1.02M
DFIS icon
832
Dimensional International Small Cap ETF
DFIS
$5.88B
$3.21M 0.01%
101,410
-22,640
-18% -$696K
BR icon
833
Broadridge
BR
$18.2B
$3.19M 0.01%
13,408
+2,079
+18% +$518K
IFRA icon
834
iShares US Infrastructure ETF
IFRA
$4.61B
$3.19M 0.01%
60,338
-38,923
-39% -$2M
TDG icon
835
TransDigm Group
TDG
$71.3B
$3.18M 0.01%
2,414
+154
+7% +$220K
DFGR icon
836
Dimensional Global Real Estate ETF
DFGR
$3.85B
$3.18M 0.01%
116,347
+7,965
+7% +$216K
CSM icon
837
ProShares Large Cap Core Plus
CSM
$533M
$3.18M 0.01%
41,478
-14
-0% -$1.03K
POR icon
838
Portland General Electric
POR
$5.9B
$3.17M 0.01%
72,136
+9,915
+16% +$416K
LULU icon
839
lululemon athletica
LULU
$14B
$3.17M 0.01%
17,829
+12,579
+240% +$2.52M
CTRA
840
DELISTED
Coterra Energy
CTRA
$3.16M 0.01%
133,713
+98,504
+280% +$2.38M
NGG icon
841
National Grid
NGG
$80.9B
$3.16M 0.01%
44,119
-8,053
-15% -$565K
SPTM icon
842
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$3.16M 0.01%
39,191
+15,736
+67% +$1.22M
FAF icon
843
First American
FAF
$7.7B
$3.16M 0.01%
49,169
+12,477
+34% +$787K
RL icon
844
Ralph Lauren
RL
$22.6B
$3.15M 0.01%
10,031
+3,255
+48% +$970K
ARM icon
845
Arm
ARM
$300B
$3.15M 0.01%
+25,362
New +$3.69M
RWO icon
846
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
$3.14M 0.01%
68,543
-14,061
-17% -$630K
TAXF icon
847
American Century Diversified Municipal Bond ETF
TAXF
$686M
$3.13M 0.01%
62,368
-11,972
-16% -$589K
MT icon
848
ArcelorMittal
MT
$54.2B
$3.13M 0.01%
86,507
-4,063
-4% -$137K
CLX icon
849
Clorox
CLX
$12.7B
$3.12M 0.01%
25,289
+4,437
+21% +$551K
BRO icon
850
Brown & Brown
BRO
$24B
$3.11M 0.01%
33,187
+21,492
+184% +$2.09M
32 33
34
35 36

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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.