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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
VCSH icon
151
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$48.6M 0.08%
608,120
-792,076
-57% -$63M
VCIT icon
152
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$47.2M 0.08%
560,874
+388,028
+224% +$32.3M
SGOV icon
153
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$47.1M 0.08%
467,286
+447,502
+2,262% +$45M
USHY icon
154
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
$46.8M 0.08%
1,238,513
+257,114
+26% +$9.64M
MCD icon
155
McDonald's
MCD
$192B
$46.2M 0.08%
152,055
+22,593
+17% +$6.88M
SYF icon
156
Synchrony
SYF
$24.7B
$45.9M 0.08%
645,899
+102,778
+19% +$7.45M
BGRN icon
157
iShares USD Green Bond ETF
BGRN
$497M
$45.6M 0.08%
946,916
+199,292
+27% +$9.52M
RTX icon
158
RTX Corp
RTX
$290B
$45.4M 0.08%
271,347
+35,272
+15% +$5.48M
ANET icon
159
Arista Networks
ANET
$227B
$45.3M 0.08%
310,981
+20,784
+7% +$2.68M
BUFF icon
160
Innovator Laddered Allocation Power Buffer ETF
BUFF
$914M
$44.7M 0.07%
+915,720
New +$43.9M
ORLY icon
161
O'Reilly Automotive
ORLY
$72.9B
$44.7M 0.07%
414,611
+13,104
+3% +$1.32M
TSM icon
162
TSMC
TSM
$2.1T
$44.6M 0.07%
159,784
-8,794
-5% -$2.15M
SNA icon
163
Snap-on
SNA
$21.2B
$44.2M 0.07%
127,523
+18,082
+17% +$5.92M
AXP icon
164
American Express
AXP
$227B
$43.3M 0.07%
130,245
+112
+0.1% +$35.6K
SCHD icon
165
Schwab US Dividend Equity ETF
SCHD
$103B
$42.9M 0.07%
1,572,349
-64,543
-4% -$1.76M
ALL icon
166
Allstate
ALL
$68B
$42.1M 0.07%
195,979
+75,200
+62% +$15.2M
EMR icon
167
Emerson Electric
EMR
$83.9B
$42M 0.07%
319,848
+202,302
+172% +$27.6M
SPTI icon
168
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$41.1M 0.07%
+1,423,757
New +$40.9M
IVW icon
169
iShares S&P 500 Growth ETF
IVW
$73.8B
$40.9M 0.07%
339,076
-31,491
-8% -$3.62M
XLV icon
170
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$40.5M 0.07%
291,031
+245,091
+534% +$33.2M
SUSA icon
171
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
$40.5M 0.07%
298,212
+91,997
+45% +$12M
EFAV icon
172
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.34B
$40.4M 0.07%
476,675
-97,836
-17% -$8.26M
IWD icon
173
iShares Russell 1000 Value ETF
IWD
$82.2B
$40.3M 0.07%
198,036
-2,056
-1% -$409K
SPLV icon
174
Invesco S&P 500 Low Volatility ETF
SPLV
$7.12B
$40.3M 0.07%
548,402
+478,382
+683% +$35M
KO icon
175
Coca-Cola
KO
$377B
$40.2M 0.07%
605,912
+24,841
+4% +$1.71M
5 6
7
8 9

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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.