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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
ESGE icon
176
iShares ESG Aware MSCI EM ETF
ESGE
$6.58B
$40.2M 0.07%
925,427
+162,758
+21% +$6.64M
BOND icon
177
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.37B
$39.8M 0.07%
426,302
-68,659
-14% -$6.34M
USFR icon
178
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$39.1M 0.07%
778,051
-961,133
-55% -$48.4M
NEM icon
179
Newmont
NEM
$98.7B
$39M 0.07%
463,125
+79,620
+21% +$5.55M
EBAY icon
180
eBay
EBAY
$50.6B
$38.9M 0.06%
427,286
+85,329
+25% +$7.55M
SCHO icon
181
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$38.6M 0.06%
1,582,342
-284,537
-15% -$6.92M
APGE icon
182
Apogee Therapeutics
APGE
$10.1B
$38.6M 0.06%
970,581
+150,205
+18% +$5.74M
ACN icon
183
Accenture
ACN
$102B
$38.6M 0.06%
+166,834
New +$43.5M
XLE icon
184
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$38.3M 0.06%
858,014
+385,756
+82% +$16.9M
DFAE icon
185
Dimensional Emerging Core Equity Market ETF
DFAE
$9.29B
$38.3M 0.06%
1,215,209
-90,475
-7% -$2.73M
LOW icon
186
Lowe's Companies
LOW
$117B
$38.1M 0.06%
151,782
-2,478
-2% -$609K
SHYD icon
187
VanEck Short High Yield Muni ETF
SHYD
$451M
$38.1M 0.06%
1,662,987
+455,059
+38% +$10.3M
PM icon
188
Philip Morris
PM
$297B
$37.1M 0.06%
+235,672
New +$39.7M
VNQ icon
189
Vanguard Real Estate ETF
VNQ
$39.2B
$37M 0.06%
405,046
+21,564
+6% +$1.96M
ESGU icon
190
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
$36.6M 0.06%
251,693
-57,174
-19% -$8.01M
HYMB icon
191
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.09B
$35.8M 0.06%
1,436,041
+647,582
+82% +$15.8M
IYR icon
192
iShares US Real Estate ETF
IYR
$4.66B
$35.7M 0.06%
367,967
+360
+0.1% +$34.6K
VBR icon
193
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$35.6M 0.06%
170,530
-5,860
-3% -$1.2M
SPG icon
194
Simon Property Group
SPG
$74.4B
$35.4M 0.06%
188,890
+17,255
+10% +$2.98M
VV icon
195
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$35.2M 0.06%
114,300
-2,590
-2% -$767K
VEU icon
196
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$34.8M 0.06%
488,224
-91,922
-16% -$6.34M
SCHG icon
197
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$34.8M 0.06%
1,091,049
-38,912
-3% -$1.19M
PH icon
198
Parker-Hannifin
PH
$123B
$34.7M 0.06%
45,731
+3,623
+9% +$2.67M
PHM icon
199
Pultegroup
PHM
$24.1B
$34.6M 0.06%
261,552
-52,141
-17% -$6.48M
VXUS icon
200
Vanguard Total International Stock ETF
VXUS
$155B
$34.5M 0.06%
469,035
+54,230
+13% +$3.85M
6 7
8
9 10

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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.