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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
MOAT icon
101
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$78.7M 0.13%
794,616
+750,236
+1,690% +$73.2M
SHYG icon
102
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$78.7M 0.13%
1,817,298
+16,127
+0.9% +$694K
KLAC icon
103
KLA
KLAC
$239B
$72.6M 0.12%
673,340
+173,070
+35% +$16.1M
IBM icon
104
IBM
IBM
$211B
$70.9M 0.12%
+259,562
New +$67.9M
SCHB icon
105
Schwab US Broad Market ETF
SCHB
$43.2B
$70.1M 0.12%
2,727,224
-143,185
-5% -$3.54M
ABT icon
106
Abbott
ABT
$183B
$67M 0.11%
500,459
+79,707
+19% +$10.5M
CAT icon
107
Caterpillar
CAT
$375B
$66.9M 0.11%
140,236
+38,667
+38% +$16.5M
DFAS icon
108
Dimensional US Small Cap ETF
DFAS
$15.4B
$65.4M 0.11%
954,923
-61,731
-6% -$4.12M
BAC icon
109
Bank of America
BAC
$435B
$65M 0.11%
1,259,938
+185,731
+17% +$9.06M
HCA icon
110
HCA Healthcare
HCA
$87.2B
$63.8M 0.11%
149,727
+7,588
+5% +$2.94M
RCL icon
111
Royal Caribbean
RCL
$85.1B
$63.4M 0.11%
195,926
-5,789
-3% -$1.93M
XLF icon
112
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$62.8M 0.1%
1,165,543
+1,013,512
+667% +$53.7M
USMC icon
113
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.55B
$61.7M 0.1%
+904,936
New +$58.5M
WFC icon
114
Wells Fargo
WFC
$261B
$61.5M 0.1%
733,918
+76,051
+12% +$6.17M
XLY icon
115
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$61.1M 0.1%
509,680
+453,816
+812% +$51.9M
XLC icon
116
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$60.6M 0.1%
512,193
+481,749
+1,582% +$53.6M
MRK icon
117
Merck
MRK
$322B
$60.1M 0.1%
716,051
+101,040
+16% +$8.32M
DBEF icon
118
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.17B
$59.3M 0.1%
1,277,193
+648,707
+103% +$29.3M
SCHP icon
119
Schwab US TIPS ETF
SCHP
$16.3B
$59.3M 0.1%
2,198,822
+1,880,726
+591% +$50.3M
XLI icon
120
State Street Industrial Select Sector SPDR ETF
XLI
$32.8B
$58.3M 0.1%
378,005
+273,556
+262% +$41.4M
BIL icon
121
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$58.1M 0.1%
633,498
+343,713
+119% +$31.5M
GE icon
122
GE Aerospace
GE
$374B
$57.8M 0.1%
192,083
+18,890
+11% +$5.16M
SCHA icon
123
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$57.5M 0.1%
2,061,344
-141,688
-6% -$3.79M
SYK icon
124
Stryker
SYK
$125B
$57M 0.1%
154,280
+12,436
+9% +$4.8M
VSS icon
125
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$56.6M 0.09%
396,836
+363,409
+1,087% +$50.3M
3 4
5
6 7

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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.