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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
LFST icon
1351
Lifestance Health
LFST
$3.96B
$1.06M ﹤0.01%
+192,909
New +$945K
CHKP icon
1352
Check Point Software Technologies
CHKP
$12.8B
$1.06M ﹤0.01%
5,112
-1,164
-19% -$235K
BIDU icon
1353
Baidu
BIDU
$37.7B
$1.06M ﹤0.01%
8,007
+187
+2% +$18.5K
KDP icon
1354
Keurig Dr Pepper
KDP
$41.8B
$1.05M ﹤0.01%
41,339
+19,284
+87% +$604K
DLB icon
1355
Dolby
DLB
$5.75B
$1.05M ﹤0.01%
14,567
+9,984
+218% +$734K
OSK icon
1356
Oshkosh
OSK
$9.43B
$1.05M ﹤0.01%
8,102
+1,123
+16% +$149K
SIRI icon
1357
SiriusXM
SIRI
$10.3B
$1.05M ﹤0.01%
45,112
+10,105
+29% +$234K
JPIN icon
1358
JPMorgan Diversified Return International Equity ETF
JPIN
$372M
$1.05M ﹤0.01%
15,758
-74
-0.5% -$4.84K
STZ icon
1359
Constellation Brands
STZ
$22.3B
$1.05M ﹤0.01%
7,791
-1,528
-16% -$243K
FCNCA icon
1360
First Citizens BancShares
FCNCA
$25.4B
$1.05M ﹤0.01%
586
+150
+34% +$296K
NIC icon
1361
Nicolet Bankshares
NIC
$3.65B
$1.05M ﹤0.01%
7,790
+26
+0.3% +$3.45K
DUSA icon
1362
Davis Select US Equity ETF
DUSA
$1.28B
$1.05M ﹤0.01%
21,834
-3,075
-12% -$145K
VALE icon
1363
Vale
VALE
$63.6B
$1.04M ﹤0.01%
95,574
-2,946
-3% -$30.1K
TCBI icon
1364
Texas Capital Bancshares
TCBI
$4.35B
$1.04M ﹤0.01%
12,268
+5,539
+82% +$473K
PSO icon
1365
Pearson
PSO
$10B
$1.04M ﹤0.01%
73,228
+2,383
+3% +$34.3K
FCPI icon
1366
Fidelity Stocks for Inflation ETF
FCPI
$279M
$1.03M ﹤0.01%
20,605
– –
CALM icon
1367
Cal-Maine
CALM
$4.02B
$1.03M ﹤0.01%
10,934
-14
-0.1% -$1.5K
JMSI icon
1368
JPMorgan Sustainable Municipal Income ETF
JMSI
$385M
$1.03M ﹤0.01%
20,422
+4,022
+25% +$199K
BSCQ icon
1369
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.64B
$1.02M ﹤0.01%
52,390
+24,167
+86% +$472K
CHE icon
1370
Chemed
CHE
$7.14B
$1.01M ﹤0.01%
2,266
+786
+53% +$356K
CRDO icon
1371
Credo Technology Group
CRDO
$41.9B
$1.01M ﹤0.01%
7,009
+3,494
+99% +$428K
LKQ icon
1372
LKQ Corp
LKQ
$6.1B
$1.01M ﹤0.01%
33,110
+619
+2% +$20.3K
CNP icon
1373
CenterPoint Energy
CNP
$26.8B
$1.01M ﹤0.01%
26,049
+2,773
+12% +$105K
KNOV
1374
Innovator U.S. Small Cap Power Buffer ETF - November
KNOV
$45M
$1.01M ﹤0.01%
+36,590
New +$970K
AVTR icon
1375
Avantor
AVTR
$9.04B
$1.01M ﹤0.01%
80,592
+2,780
+4% +$35.8K
53 54
55
56 57

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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.