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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
KBH icon
751
KB Home
KBH
$3.56B
$4.1M 0.01%
64,406
+5,472
+9% +$331K
COIN icon
752
Coinbase
COIN
$39.8B
$4.09M 0.01%
12,131
-332
-3% -$113K
TTC icon
753
Toro Company
TTC
$9.44B
$4.04M 0.01%
53,046
+34,328
+183% +$2.63M
IX icon
754
ORIX
IX
$44B
$4.02M 0.01%
154,095
-7,692
-5% -$191K
TEAM icon
755
Atlassian
TEAM
$28B
$4.01M 0.01%
27,842
+7,519
+37% +$1.36M
KEYS icon
756
Keysight
KEYS
$58.3B
$4.01M 0.01%
22,931
+373
+2% +$62.2K
SE icon
757
Sea Limited
SE
$68.3B
$3.99M 0.01%
22,297
-2,529
-10% -$433K
ADT icon
758
ADT
ADT
$5.73B
$3.98M 0.01%
456,440
+387,729
+564% +$3.33M
RIVN icon
759
Rivian
RIVN
$22.8B
$3.94M 0.01%
268,169
-34,979
-12% -$469K
ENB icon
760
Enbridge
ENB
$117B
$3.93M 0.01%
77,884
+21,489
+38% +$1.01M
CHWY icon
761
Chewy
CHWY
$9.87B
$3.93M 0.01%
+97,114
New +$3.75M
IJK icon
762
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$3.92M 0.01%
40,889
+3,716
+10% +$350K
MMS icon
763
Maximus
MMS
$3.33B
$3.92M 0.01%
42,900
+2,643
+7% +$214K
NVDY icon
764
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.41B
$3.91M 0.01%
232,742
+72,682
+45% +$1.23M
FERG icon
765
Ferguson
FERG
$49.6B
$3.91M 0.01%
17,402
+343
+2% +$77.7K
MANH icon
766
Manhattan Associates
MANH
$11B
$3.9M 0.01%
19,045
+11,338
+147% +$2.4M
CHTR icon
767
Charter Communications
CHTR
$18.3B
$3.88M 0.01%
14,104
+4,760
+51% +$1.44M
IXUS icon
768
iShares Core MSCI Total International Stock ETF
IXUS
$59.6B
$3.88M 0.01%
46,931
-3,392
-7% -$270K
MTCH icon
769
Match Group
MTCH
$9.62B
$3.84M 0.01%
108,685
+83,610
+333% +$2.98M
WEC icon
770
WEC Energy
WEC
$35.6B
$3.82M 0.01%
33,348
+6,127
+23% +$664K
ICF icon
771
iShares Select U.S. REIT ETF
ICF
$2.1B
$3.81M 0.01%
61,789
-1,684
-3% -$103K
PHYS icon
772
Sprott Physical Gold
PHYS
$14.7B
$3.8M 0.01%
128,408
+2,215
+2% +$58.8K
TTWO icon
773
Take-Two Interactive
TTWO
$44.9B
$3.8M 0.01%
14,700
+3,839
+35% +$909K
DG icon
774
Dollar General
DG
$28.1B
$3.8M 0.01%
36,736
+26,216
+249% +$2.87M
BAR icon
775
GraniteShares Gold Shares
BAR
$1.37B
$3.79M 0.01%
99,684
-5,071
-5% -$173K
29 30
31
32 33

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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.