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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
SES icon
2726
SES AI
SES
$221M
– –
-11,193
Closed -$9.94K
SHAK icon
2727
Shake Shack
SHAK
$2.6B
– –
-1,531
Closed -$215K
SHEN icon
2728
Shenandoah Telecom
SHEN
$689M
– –
-50,722
Closed -$693K
SKX
2729
DELISTED
Skechers
SKX
– –
-18,166
Closed -$1.15M
SLDP icon
2730
Solid Power
SLDP
$484M
– –
-132,681
Closed -$291K
SMMT icon
2731
Summit Therapeutics
SMMT
$10.4B
– –
-36,452
Closed -$776K
SMRT icon
2732
SmartRent
SMRT
$199M
– –
-10,706
Closed -$10.6K
SNOW icon
2733
CALL
Snowflake
SNOW
$107B
– –
-27,591
Closed -$6.15M
SOFI icon
2734
CALL
SoFi Technologies
SOFI
$23.2B
– –
-229,661
Closed -$4.18M
SPY icon
2735
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$807B
– –
-445,942
Closed -$275M
STGW icon
2736
Stagwell
STGW
$2.17B
– –
-19,370
Closed -$87.2K
TLH icon
2737
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
– –
-7,284
Closed -$740K
TNYA icon
2738
Tenaya Therapeutics
TNYA
$161M
– –
-16,661
Closed -$10.2K
TROX icon
2739
Tronox
TROX
$911M
– –
-12,814
Closed -$65K
TWST icon
2740
Twist Bioscience
TWST
$6.34B
– –
-7,863
Closed -$289K
UA icon
2741
Under Armour Class C
UA
$2.86B
– –
-11,647
Closed -$75.6K
UNH icon
2742
CALL
UnitedHealth
UNH
$378B
– –
-127,010
Closed -$39.6M
UNIT
2743
Uniti Group
UNIT
$2.38B
– –
-17,015
Closed -$73.5K
VCV icon
2744
Invesco California Value Municipal Income Trust
VCV
$515M
– –
-17,031
Closed -$177K
VERU icon
2745
Veru
VERU
$36.1M
– –
-1,107
Closed -$6.44K
VMO icon
2746
Invesco Municipal Opportunity Trust
VMO
$651M
– –
-16,013
Closed -$147K
VPC icon
2747
Virtus Private Credit Strategy ETF
VPC
$30.9M
– –
-15,977
Closed -$9.11M
VRP icon
2748
Invesco Variable Rate Preferred ETF
VRP
$3.01B
– –
-10,438
Closed -$255K
VTI icon
2749
PUT
Vanguard Morningstar Total Stock Market ETF
VTI
$671B
– –
-1,845,406
Closed -$561M
VUG icon
2750
PUT
Vanguard Morningstar Growth ETF
VUG
$226B
– –
-2,232,888
Closed -$162M
107 108 109
110
111

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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.