We are live on
!
Find out more
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
(+22%)
Cap. Flow
+$7.92B
Cap. Flow
% of AUM
13.22%
Top 10 Holdings %
Top 10 Hldgs %
36.76%
Holding
2,762
New
514
Increased
1,374
Reduced
710
Closed
129
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.37B |
| 2 |
NVIDIA
NVDA
|
+$1.02B |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$631M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$490M |
| 5 |
Meta Platforms (Facebook)
META
|
+$320M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$63M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$48.4M |
| 3 |
AbbVie
ABBV
|
+$32.6M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$31.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Palo Alto Networks
PANW
$270B
| $34.3M | 0.06% |
168,565
+67,391
| +67% | +$12.9M |
|
202
Schwab US Mid-Cap ETF
SCHM
$14.5B
| $34.2M | 0.06% |
1,153,744
-424,636
| -27% | -$12.4M |
|
203
Amgen
AMGN
$208B
| $34.2M | 0.06% |
121,178
+5,691
| +5% | +$1.65M |
|
204
Lockheed Martin
LMT
$134B
| $33.8M | 0.06% |
67,768
+17,795
| +36% | +$8.07M |
|
205
Progressive
PGR
$123B
| $33.6M | 0.06% |
136,202
-11,727
| -8% | -$2.89M |
|
206
Avantis International Equity ETF
AVDE
$18.1B
| $33M | 0.06% |
418,028
-97,816
| -19% | -$7.45M |
|
207
Dimensional Global Sustainability Fixed Income ETF
DFSB
$716M
| $32.9M | 0.05% |
616,903
+573,697
| +1,328% | +$30.2M |
|
208
Gilead Sciences
GILD
$162B
| $32.8M | 0.05% |
295,885
+54,455
| +23% | +$6.19M |
|
209
Salesforce
CRM
$151B
| $32.1M | 0.05% |
135,338
-6,770
| -5% | -$1.71M |
|
210
Robinhood
HOOD
$77.8B
| $31.8M | 0.05% |
+222,293
| New | +$24.2M |
|
211
Kratos Defense & Security Solutions
KTOS
$8.74B
| $31.7M | 0.05% |
346,797
-17,368
| -5% | -$1.11M |
|
212
Vanguard Health Care ETF
VHT
$18.1B
| $31.5M | 0.05% |
121,579
+96,218
| +379% | +$24.1M |
|
213
Carnival Corporation Ltd
CCL
$38.1B
| $31.5M | 0.05% |
1,089,617
+138,817
| +15% | +$4.19M |
|
214
Travelers Companies
TRV
$78.1B
| $31.5M | 0.05% |
112,693
+11,543
| +11% | +$3.09M |
|
215
Arthur J. Gallagher & Co
AJG
$64.1B
| $31.2M | 0.05% |
100,720
+60,922
| +153% | +$18.4M |
|
216
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.81B
| $31M | 0.05% |
965,851
-118,668
| -11% | -$3.66M |
|
217
iShares Russell Mid-Cap ETF
IWR
$56B
| $30.5M | 0.05% |
316,367
+142,468
| +82% | +$13.5M |
|
218
Global X US Preferred ETF
PFFD
$2.15B
| $30.5M | 0.05% |
+1,567,444
| New | +$30.3M |
|
219
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.9B
| $30.4M | 0.05% |
660,307
+124,323
| +23% | +$5.74M |
|
220
Automatic Data Processing
ADP
$106B
| $30.3M | 0.05% |
103,300
+12,021
| +13% | +$3.62M |
|
221
Morgan Stanley
MS
$331B
| $30.3M | 0.05% |
190,372
+11,349
| +6% | +$1.68M |
|
222
Verizon
VZ
$195B
| $30.2M | 0.05% |
687,851
+110,961
| +19% | +$4.8M |
|
223
Kroger
KR
$35.4B
| $30M | 0.05% |
445,025
+38,889
| +10% | +$2.71M |
|
224
WisdomTree US MidCap Dividend Fund
DON
$4.03B
| $30M | 0.05% |
573,251
+166,053
| +41% | +$8.6M |
|
225
Johnson Controls International
JCI
$88.8B
| $29.9M | 0.05% |
272,034
+33,223
| +14% | +$3.55M |
|
Similar funds
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.