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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
AKAM icon
1001
Akamai
AKAM
$17.8B
$2.17M ﹤0.01%
28,657
+19,825
+224% +$1.53M
PPG icon
1002
PPG Industries
PPG
$26.5B
$2.17M ﹤0.01%
20,621
+920
+5% +$102K
SPHD icon
1003
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.37B
$2.16M ﹤0.01%
43,721
-877
-2% -$42.8K
ISTB icon
1004
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$2.16M ﹤0.01%
44,245
-7,142
-14% -$347K
MKC icon
1005
McCormick & Company Non-Voting
MKC
$14.1B
$2.16M ﹤0.01%
32,230
+8,896
+38% +$623K
VIRT icon
1006
Virtu Financial
VIRT
$5.16B
$2.14M ﹤0.01%
60,366
+16,796
+39% +$690K
HCI icon
1007
HCI Group
HCI
$2.28B
$2.14M ﹤0.01%
11,155
+2,110
+23% +$334K
TEM
1008
Tempus AI
TEM
$8.43B
$2.14M ﹤0.01%
26,498
+645
+2% +$45.2K
LECO icon
1009
Lincoln Electric
LECO
$15.2B
$2.13M ﹤0.01%
9,040
+4,020
+80% +$941K
WST icon
1010
West Pharmaceutical
WST
$24.7B
$2.13M ﹤0.01%
8,120
+5,707
+237% +$1.39M
AXS icon
1011
AXIS Capital
AXS
$7.61B
$2.12M ﹤0.01%
22,096
+4,070
+23% +$394K
SPSK icon
1012
SP Funds Dow Jones Global Sukuk ETF
SPSK
$648M
$2.11M ﹤0.01%
114,419
+5,952
+5% +$109K
OMF icon
1013
OneMain Financial
OMF
$7.54B
$2.11M ﹤0.01%
37,367
+4,004
+12% +$236K
AM icon
1014
Antero Midstream
AM
$10B
$2.11M ﹤0.01%
108,473
-7,120
-6% -$129K
IT icon
1015
Gartner
IT
$12.5B
$2.11M ﹤0.01%
8,016
+1,742
+28% +$508K
RPM icon
1016
RPM International
RPM
$14.9B
$2.11M ﹤0.01%
17,869
+430
+2% +$51.6K
WDAY icon
1017
Workday
WDAY
$42.1B
$2.1M ﹤0.01%
8,722
+2,584
+42% +$597K
NTRS icon
1018
Northern Trust
NTRS
$33.7B
$2.1M ﹤0.01%
15,594
+5,573
+56% +$717K
SM icon
1019
SM Energy
SM
$6.96B
$2.08M ﹤0.01%
83,452
+2,553
+3% +$68.9K
LNT icon
1020
Alliant Energy
LNT
$18.2B
$2.08M ﹤0.01%
30,876
+6,502
+27% +$420K
HII icon
1021
Huntington Ingalls Industries
HII
$12.5B
$2.08M ﹤0.01%
7,213
+3,629
+101% +$967K
SNDK
1022
Sandisk
SNDK
$200B
$2.08M ﹤0.01%
18,505
+12,512
+209% +$731K
PK icon
1023
Park Hotels & Resorts
PK
$3.01B
$2.07M ﹤0.01%
187,141
+41,446
+28% +$466K
GAP
1024
The Gap Inc
GAP
$7.4B
$2.06M ﹤0.01%
96,494
+53,199
+123% +$1.15M
PB icon
1025
Prosperity Bancshares
PB
$8.94B
$2.06M ﹤0.01%
30,980
+14,168
+84% +$974K
39 40
41
42 43

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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.