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 | |
|---|---|---|---|---|---|---|
451
Dell
DELL
$295B
| $10.7M | 0.02% |
75,528
+13,111
| +21% | +$1.7M |
|
452
Trimble
TRMB
$13.6B
| $10.6M | 0.02% |
129,426
+11,995
| +10% | +$979K |
|
453
Digital Realty Trust
DLR
$70.8B
| $10.5M | 0.02% |
60,830
+10,910
| +22% | +$1.87M |
|
454
CrowdStrike
CRWD
$216B
| $10.4M | 0.02% |
84,868
+7,104
| +9% | +$808K |
|
455
Quanta Services
PWR
$103B
| $10.3M | 0.02% |
24,899
+5,564
| +29% | +$2.16M |
|
456
Colgate-Palmolive
CL
$71.8B
| $10.3M | 0.02% |
128,565
+5,116
| +4% | +$436K |
|
457
Boston Scientific
BSX
$71B
| $10.3M | 0.02% |
105,143
+4,051
| +4% | +$420K |
|
|
DFSU
458
Dimensional US Sustainability Core 1 ETF
DFSU
$2.31B
| $10.2M | 0.02% |
240,084
+177,720
| +285% | +$7.27M |
|
459
Reliance Steel & Aluminium
RS
$21B
| $10.2M | 0.02% |
36,165
+11,102
| +44% | +$3.33M |
|
|
SCHV
460
Schwab US Large-Cap Value ETF
SCHV
$15.9B
| $10.1M | 0.02% |
346,533
-22,612
| -6% | -$642K |
|
461
HP
HPQ
$25B
| $10M | 0.02% |
367,207
+56,281
| +18% | +$1.5M |
|
462
Vanguard Industrials ETF
VIS
$8.32B
| $9.95M | 0.02% |
33,577
+28,631
| +579% | +$8.3M |
|
463
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$563M
| $9.94M | 0.02% |
460,818
+110,786
| +32% | +$2.38M |
|
464
AstraZeneca
AZN
$244B
| $9.89M | 0.02% |
64,484
-3,265
| -5% | -$494K |
|
465
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$868M
| $9.88M | 0.02% |
434,426
+102,032
| +31% | +$2.32M |
|
466
Mondelez International
MDLZ
$78.1B
| $9.88M | 0.02% |
158,122
+35,474
| +29% | +$2.29M |
|
467
Dimensional International Small Cap Value ETF
DISV
$5.01B
| $9.84M | 0.02% |
275,697
-3,566
| -1% | -$122K |
|
468
Natera
NTRA
$38.8B
| $9.82M | 0.02% |
61,008
+11,351
| +23% | +$1.8M |
|
|
NBIS
469
Nebius Group N.V.
NBIS
$55.9B
| $9.81M | 0.02% |
94,755
+4,059
| +4% | +$282K |
|
470
Moody's
MCO
$83.9B
| $9.74M | 0.02% |
20,445
-21
| -0.1% | -$10.6K |
|
471
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$734M
| $9.73M | 0.02% |
440,596
+99,415
| +29% | +$2.19M |
|
472
iShares Russell 2000 Growth ETF
IWO
$14.8B
| $9.64M | 0.02% |
30,108
+1,542
| +5% | +$465K |
|
473
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$306M
| $9.61M | 0.02% |
367,194
+108,894
| +42% | +$2.84M |
|
474
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$888M
| $9.59M | 0.02% |
409,781
+81,358
| +25% | +$1.9M |
|
475
iShares S&P Small-Cap 600 Value ETF
IJS
$8.31B
| $9.55M | 0.02% |
86,374
-25,649
| -23% | -$2.72M |
|
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.