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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
QCOM icon
76
Qualcomm
QCOM
$155B
$109M 0.18%
+653,942
New +$104M
FTEC icon
77
Fidelity MSCI Information Technology Index ETF
FTEC
$19.8B
$107M 0.18%
479,401
+471,653
+6,087% +$98.1M
IWV icon
78
iShares Russell 3000 ETF
IWV
$19.6B
$104M 0.17%
273,239
+38,863
+17% +$14.2M
APH icon
79
Amphenol
APH
$198B
$103M 0.17%
835,122
+73,607
+10% +$8.08M
CVX icon
80
Chevron
CVX
$392B
$99.8M 0.17%
+645,984
New +$100M
IWM icon
81
iShares Russell 2000 ETF
IWM
$79.8B
$97M 0.16%
402,856
+59,923
+17% +$13.7M
PG icon
82
Procter & Gamble
PG
$336B
$95.2M 0.16%
619,856
+125,362
+25% +$19.6M
LLY icon
83
Eli Lilly
LLY
$1.02T
$95.1M 0.16%
+126,500
New +$94.1M
ABBV icon
84
AbbVie
ABBV
$443B
$94.2M 0.16%
406,772
-160,307
-28% -$32.6M
IBDS icon
85
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$93.9M 0.16%
3,856,587
+1,042,143
+37% +$25.3M
SUSL icon
86
iShares ESG MSCI USA Leaders ETF
SUSL
$1.14B
$92.7M 0.15%
791,967
-2,691
-0.3% -$302K
CSCO icon
87
Cisco
CSCO
$457B
$90.8M 0.15%
1,327,424
+380,491
+40% +$25.9M
BRK.A icon
88
Berkshire Hathaway Class A
BRK.A
$1.1T
$89.7M 0.15%
119
+7
+6% +$5.09M
SHM icon
89
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$88M 0.15%
1,824,909
-367,142
-17% -$17.7M
GLD icon
90
SPDR Gold Trust
GLD
$131B
$87.5M 0.15%
+250,392
New +$79.8M
VTV icon
91
Vanguard Morningstar Value ETF
VTV
$188B
$87.1M 0.15%
467,049
-124,997
-21% -$22.6M
IBDR icon
92
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$87M 0.15%
3,580,658
+759,242
+27% +$18.4M
DFAT icon
93
Dimensional US Targeted Value ETF
DFAT
$14.6B
$86.3M 0.14%
1,482,190
-181,049
-11% -$10.3M
IBDV icon
94
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.26B
$85.4M 0.14%
3,857,407
+1,082,191
+39% +$23.8M
SPOT icon
95
Spotify
SPOT
$103B
$84.8M 0.14%
121,557
+1,508
+1% +$1.05M
IBDT icon
96
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$84.6M 0.14%
3,316,051
+690,192
+26% +$17.5M
SPYM
97
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$83.9M 0.14%
1,070,504
+846,141
+377% +$63.8M
LRCX icon
98
Lam Research
LRCX
$367B
$83.5M 0.14%
623,529
+108,615
+21% +$11.5M
IBDU icon
99
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.03B
$83.1M 0.14%
3,537,860
+738,192
+26% +$17.2M
BND icon
100
Vanguard Total Bond Market
BND
$157B
$82.3M 0.14%
1,106,901
-13,850
-1% -$1.02M
2 3
4
5 6

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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.