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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
MO icon
126
Altria Group
MO
$114B
$56.2M 0.09%
850,159
+114,856
+16% +$7.28M
HDEF icon
127
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.34B
$53.9M 0.09%
1,831,804
+1,820,344
+15,884% +$53.5M
BNY
128
Bank of New York Mellon
BNY
$106B
$53.9M 0.09%
494,495
+79,628
+19% +$8.12M
PWZ icon
129
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.14B
$53.6M 0.09%
2,238,739
+571,684
+34% +$13.3M
ETN icon
130
Eaton
ETN
$161B
$53.3M 0.09%
142,483
+9,992
+8% +$3.63M
T icon
131
AT&T
T
$159B
$53.1M 0.09%
1,882,037
+211,520
+13% +$6.01M
PEP icon
132
PepsiCo
PEP
$190B
$53M 0.09%
377,608
+149,201
+65% +$21.3M
TJX icon
133
TJX Companies
TJX
$174B
$52.5M 0.09%
363,021
+28,881
+9% +$3.84M
IAU icon
134
iShares Gold Trust
IAU
$62.9B
$52.3M 0.09%
718,369
-162,204
-18% -$10.6M
NUSC icon
135
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
$52.2M 0.09%
1,184,440
+505,039
+74% +$21.5M
MDT icon
136
Medtronic
MDT
$109B
$51.6M 0.09%
541,917
+126,172
+30% +$11.6M
AGGY icon
137
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$920M
$51.4M 0.09%
1,160,599
+290,513
+33% +$12.7M
C icon
138
Citigroup
C
$222B
$51.4M 0.09%
505,945
+107,008
+27% +$10.2M
COWZ icon
139
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
$51.1M 0.09%
889,839
+824,222
+1,256% +$46.8M
RSP icon
140
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$51.1M 0.09%
269,276
-169,467
-39% -$31.6M
HIG icon
141
Hartford Financial Services
HIG
$38.9B
$50.7M 0.08%
380,343
+71,172
+23% +$9.13M
VGSH icon
142
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$50.5M 0.08%
858,447
+219,913
+34% +$12.9M
MA icon
143
Mastercard
MA
$502B
$50.4M 0.08%
88,597
+8,209
+10% +$4.71M
SCHE icon
144
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$50.4M 0.08%
1,509,693
-118,589
-7% -$3.74M
PLTR icon
145
Palantir
PLTR
$295B
$50.4M 0.08%
276,050
+30,421
+12% +$4.93M
MU icon
146
Micron Technology
MU
$930B
$50.3M 0.08%
300,506
+63,014
+27% +$8.06M
UNH icon
147
UnitedHealth
UNH
$376B
$50.3M 0.08%
+145,658
New +$44.1M
AMAT icon
148
Applied Materials
AMAT
$403B
$49.6M 0.08%
242,440
-8,635
-3% -$1.57M
GS icon
149
Goldman Sachs
GS
$300B
$49.6M 0.08%
62,294
+6,538
+12% +$4.84M
JMTG
150
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.69B
$48.6M 0.08%
+953,207
New +$48M
4 5
6
7 8

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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.