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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
RSPH icon
1076
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$777M
$1.82M ﹤0.01%
61,769
+8,056
+15% +$233K
FNDC icon
1077
Schwab Fundamental International Small Company Index ETF
FNDC
$3.13B
$1.81M ﹤0.01%
40,668
+1,161
+3% +$50.5K
DFSE
1078
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$622M
$1.81M ﹤0.01%
+43,967
New +$1.74M
USRT icon
1079
iShares Core US REIT ETF
USRT
$4.66B
$1.8M ﹤0.01%
30,717
-3,498
-10% -$201K
IBDX icon
1080
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.72B
$1.8M ﹤0.01%
70,338
+14,355
+26% +$364K
SWKS icon
1081
Skyworks Solutions
SWKS
$10.1B
$1.8M ﹤0.01%
23,370
+3,774
+19% +$281K
GGG icon
1082
Graco
GGG
$13.4B
$1.8M ﹤0.01%
21,168
+3,650
+21% +$312K
HBAN icon
1083
Huntington Bancshares
HBAN
$35.6B
$1.79M ﹤0.01%
103,901
+43,981
+73% +$752K
SYRE icon
1084
Spyre Therapeutics
SYRE
$9.06B
$1.79M ﹤0.01%
106,664
+522
+0.5% +$8.51K
IONQ icon
1085
IonQ
IONQ
$14.9B
$1.79M ﹤0.01%
+29,053
New +$1.37M
LUV icon
1086
Southwest Airlines
LUV
$23.9B
$1.78M ﹤0.01%
55,921
+632
+1% +$20.7K
EFX icon
1087
Equifax
EFX
$20.8B
$1.78M ﹤0.01%
6,932
+2,390
+53% +$601K
AOS icon
1088
A.O. Smith
AOS
$8.59B
$1.77M ﹤0.01%
24,049
+5,782
+32% +$413K
MSTY icon
1089
YieldMax MSTR Option Income Strategy ETF
MSTY
$767M
$1.76M ﹤0.01%
25,229
+7,166
+40% +$652K
CACI icon
1090
CACI
CACI
$11.4B
$1.75M ﹤0.01%
3,512
+1,353
+63% +$654K
JEF icon
1091
Jefferies Financial Group
JEF
$13B
$1.75M ﹤0.01%
26,775
-4,061
-13% -$248K
IBDY icon
1092
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.1B
$1.75M ﹤0.01%
66,596
+15,250
+30% +$396K
UMI icon
1093
USCF Midstream Energy Income Fund
UMI
$496M
$1.75M ﹤0.01%
33,998
-7,288
-18% -$367K
BC icon
1094
Brunswick
BC
$5.43B
$1.74M ﹤0.01%
27,579
+5,076
+23% +$315K
COHR icon
1095
Coherent
COHR
$64.2B
$1.74M ﹤0.01%
16,179
-536
-3% -$53.4K
AVSE icon
1096
Avantis Responsible Emerging Markets Equity ETF
AVSE
$217M
$1.74M ﹤0.01%
+27,379
New +$1.66M
CLH icon
1097
Clean Harbors
CLH
$16.3B
$1.74M ﹤0.01%
7,484
+2,025
+37% +$479K
OGE icon
1098
OGE Energy
OGE
$9.71B
$1.73M ﹤0.01%
37,357
+5,370
+17% +$240K
FE icon
1099
FirstEnergy
FE
$27.7B
$1.73M ﹤0.01%
37,704
+3,220
+9% +$137K
TS icon
1100
Tenaris
TS
$28.8B
$1.72M ﹤0.01%
48,158
+26,211
+119% +$952K
42 43
44
45 46

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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.