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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
NMR icon
1226
Nomura Holdings
NMR
$29B
$1.35M ﹤0.01%
185,545
-13,951
-7% -$97.9K
WU icon
1227
Western Union
WU
$2.26B
$1.35M ﹤0.01%
168,748
+138,182
+452% +$1.16M
DCI icon
1228
Donaldson
DCI
$11.3B
$1.35M ﹤0.01%
16,452
+6,826
+71% +$515K
AVGE icon
1229
Avantis All Equity Markets ETF
AVGE
$1.13B
$1.35M ﹤0.01%
16,142
-6
-0% -$483
JEPQ icon
1230
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40.6B
$1.35M ﹤0.01%
23,397
+2,035
+10% +$113K
ADX icon
1231
Adams Diversified Equity Fund
ADX
$3.17B
$1.34M ﹤0.01%
60,208
+12,091
+25% +$264K
WSO icon
1232
Watsco Inc
WSO
$13.7B
$1.34M ﹤0.01%
3,316
+1,081
+48% +$462K
DINO icon
1233
HF Sinclair
DINO
$14.8B
$1.34M ﹤0.01%
25,514
+1,079
+4% +$51.1K
BAX icon
1234
Baxter International
BAX
$14.1B
$1.33M ﹤0.01%
58,510
-470
-0.8% -$11.9K
QUS icon
1235
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.57B
$1.33M ﹤0.01%
7,777
-1,008
-11% -$167K
VIOO icon
1236
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.25B
$1.33M ﹤0.01%
12,052
+295
+3% +$31.5K
BRX icon
1237
Brixmor Property Group
BRX
$9.49B
$1.33M ﹤0.01%
48,039
+322
+0.7% +$8.62K
GPRF
1238
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
GPRF
$134M
$1.33M ﹤0.01%
+25,753
New +$1.31M
PBA icon
1239
Pembina Pipeline
PBA
$27.4B
$1.32M ﹤0.01%
32,715
+17,249
+112% +$651K
MFG icon
1240
Mizuho Financial
MFG
$130B
$1.32M ﹤0.01%
197,442
-16,092
-8% -$100K
FLS icon
1241
Flowserve
FLS
$10.1B
$1.32M ﹤0.01%
24,824
+13,419
+118% +$728K
HIMU
1242
iShares High Yield Muni Active ETF
HIMU
$2.41B
$1.32M ﹤0.01%
26,754
-2,464
-8% -$118K
PHG icon
1243
Philips
PHG
$26B
$1.32M ﹤0.01%
50,034
-1,249
-2% -$32.1K
PRI icon
1244
Primerica
PRI
$10B
$1.31M ﹤0.01%
4,718
+3,095
+191% +$831K
PPA icon
1245
Invesco Aerospace & Defense ETF
PPA
$8.69B
$1.31M ﹤0.01%
+8,421
New +$1.24M
SCHR
1246
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$1.3M ﹤0.01%
51,925
+11,052
+27% +$276K
TMHC
1247
DELISTED
Taylor Morrison
TMHC
$1.3M ﹤0.01%
19,688
+1,120
+6% +$73.7K
LYV icon
1248
Live Nation Entertainment
LYV
$42.8B
$1.3M ﹤0.01%
7,929
+1,778
+29% +$281K
LPLA icon
1249
LPL Financial
LPLA
$28.3B
$1.29M ﹤0.01%
3,872
+915
+31% +$332K
UDR icon
1250
UDR
UDR
$12.4B
$1.28M ﹤0.01%
34,464
-3,338
-9% -$130K
48 49
50
51 52

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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.