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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
BTI icon
576
British American Tobacco
BTI
$128B
$6.6M 0.01%
124,389
-11,772
-9% -$639K
PAYX icon
577
Paychex
PAYX
$42.2B
$6.6M 0.01%
52,068
-894
-2% -$124K
JPST icon
578
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$6.59M 0.01%
129,844
-16,733
-11% -$847K
DD icon
579
DuPont de Nemours
DD
$19.3B
$6.58M 0.01%
67,338
+20,868
+45% +$1.97M
PCG icon
580
PG&E
PCG
$38.4B
$6.55M 0.01%
434,494
+353,752
+438% +$5.16M
MSCI icon
581
MSCI
MSCI
$41.5B
$6.55M 0.01%
11,541
+2,047
+22% +$1.16M
WPC icon
582
W.P. Carey
WPC
$16.5B
$6.5M 0.01%
96,232
-11,761
-11% -$770K
AYI icon
583
Acuity Brands
AYI
$10.4B
$6.46M 0.01%
18,759
+5,935
+46% +$1.89M
BLDR icon
584
Builders FirstSource
BLDR
$8.11B
$6.44M 0.01%
+53,130
New +$7.05M
IHF icon
585
iShares US Healthcare Providers ETF
IHF
$1.26B
$6.44M 0.01%
130,367
-39,181
-23% -$1.79M
HIMS icon
586
Hims & Hers Health
HIMS
$7.44B
$6.41M 0.01%
113,075
-69,744
-38% -$3.57M
CMG icon
587
Chipotle Mexican Grill
CMG
$42.8B
$6.36M 0.01%
162,406
-2,892
-2% -$130K
JHG
588
DELISTED
Janus Henderson
JHG
$6.27M 0.01%
140,837
+54,831
+64% +$2.37M
BBY icon
589
Best Buy
BBY
$18.2B
$6.25M 0.01%
82,683
+45,421
+122% +$3.26M
XEL icon
590
Xcel Energy
XEL
$48.6B
$6.21M 0.01%
76,988
+5,123
+7% +$371K
MAA icon
591
Mid-America Apartment Communities
MAA
$15.5B
$6.19M 0.01%
44,286
+284
+0.6% +$41K
AN icon
592
AutoNation
AN
$7.13B
$6.16M 0.01%
28,154
+1,445
+5% +$305K
STEL
593
DELISTED
Stellar Bancorp
STEL
$6.15M 0.01%
202,840
-471
-0.2% -$14.3K
BIV icon
594
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$6.13M 0.01%
78,497
-1,375
-2% -$106K
IBIT icon
595
iShares Bitcoin Trust
IBIT
$47.3B
$6.11M 0.01%
94,489
+27,365
+41% +$1.78M
VSAT icon
596
Viasat
VSAT
$11.9B
$6.09M 0.01%
207,916
+11,225
+6% +$268K
BCS icon
597
Barclays
BCS
$94.5B
$6.09M 0.01%
294,511
+1,693
+0.6% +$33.5K
EIX icon
598
Edison International
EIX
$27.2B
$6.09M 0.01%
110,102
+49,990
+83% +$2.7M
RF icon
599
Regions Financial
RF
$27.3B
$6.08M 0.01%
230,382
+68,828
+43% +$1.79M
FBND icon
600
Fidelity Total Bond ETF
FBND
$27.3B
$6.07M 0.01%
131,353
-227,260
-63% -$10.4M
22 23
24
25 26

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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.