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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
ASH icon
1201
Ashland
ASH
$3.28B
$1.4M ﹤0.01%
29,253
+4,621
+19% +$243K
PAVE icon
1202
Global X US Infrastructure Development ETF
PAVE
$15.1B
$1.4M ﹤0.01%
29,325
+3,521
+14% +$162K
TEVA icon
1203
Teva Pharmaceuticals
TEVA
$40.5B
$1.39M ﹤0.01%
68,873
-18,869
-22% -$331K
COKE icon
1204
Coca-Cola Consolidated
COKE
$12.3B
$1.39M ﹤0.01%
11,874
+6,703
+130% +$777K
IYE icon
1205
iShares US Energy ETF
IYE
$1.7B
$1.39M ﹤0.01%
29,265
-36,588
-56% -$1.7M
H icon
1206
Hyatt Hotels
H
$16.9B
$1.39M ﹤0.01%
9,776
-2,257
-19% -$324K
CUK
1207
DELISTED
Carnival PLC
CUK
$1.39M ﹤0.01%
52,453
-2,851
-5% -$78.6K
ITT icon
1208
ITT
ITT
$18.2B
$1.39M ﹤0.01%
7,752
+1,563
+25% +$262K
PFG icon
1209
Principal Financial Group
PFG
$24.6B
$1.38M ﹤0.01%
16,689
+288
+2% +$23K
QTEC icon
1210
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.81B
$1.38M ﹤0.01%
6,006
+2,649
+79% +$574K
NICE icon
1211
Nice
NICE
$5.82B
$1.38M ﹤0.01%
9,516
+443
+5% +$66.5K
NBTB icon
1212
NBT Bancorp
NBTB
$2.77B
$1.37M ﹤0.01%
32,888
+191
+0.6% +$8.19K
PODD icon
1213
Insulet
PODD
$9.23B
$1.37M ﹤0.01%
4,448
+2,041
+85% +$639K
RHP icon
1214
Ryman Hospitality Properties
RHP
$8.05B
$1.37M ﹤0.01%
15,314
+12,413
+428% +$1.21M
GVA icon
1215
Granite Construction
GVA
$5.4B
$1.37M ﹤0.01%
12,488
+1,574
+14% +$162K
EMN icon
1216
Eastman Chemical
EMN
$8.39B
$1.37M ﹤0.01%
21,707
-7,624
-26% -$532K
HLAL icon
1217
Wahed FTSE USA Shariah ETF
HLAL
$947M
$1.37M ﹤0.01%
23,064
+6,892
+43% +$387K
CLOI icon
1218
VanEck CLO ETF
CLOI
$1.5B
$1.36M ﹤0.01%
25,684
+51
+0.2% +$2.7K
ARMK icon
1219
Aramark
ARMK
$15B
$1.36M ﹤0.01%
35,497
+22,178
+167% +$898K
SJM icon
1220
J.M. Smucker
SJM
$12.7B
$1.36M ﹤0.01%
12,512
+4,816
+63% +$523K
FREL icon
1221
Fidelity MSCI Real Estate Index ETF
FREL
$1.5B
$1.36M ﹤0.01%
+48,827
New +$1.34M
JLL icon
1222
Jones Lang LaSalle
JLL
$17.2B
$1.36M ﹤0.01%
4,551
+363
+9% +$104K
BHRB icon
1223
Burke & Herbert Financial Services Corp
BHRB
$1.49B
$1.36M ﹤0.01%
+21,973
New +$1.36M
MAN icon
1224
ManpowerGroup
MAN
$2.53B
$1.35M ﹤0.01%
+35,685
New +$1.47M
SAM icon
1225
Boston Beer
SAM
$1.92B
$1.35M ﹤0.01%
6,384
+5,150
+417% +$1.1M
47 48
49
50 51

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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.