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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
OC icon
776
Owens Corning
OC
$11.7B
$3.79M 0.01%
26,783
+7,355
+38% +$1.08M
MTZ icon
777
MasTec
MTZ
$21.8B
$3.78M 0.01%
17,784
+12,743
+253% +$2.33M
FRT icon
778
Federal Realty Investment Trust
FRT
$10.6B
$3.72M 0.01%
36,729
+9,386
+34% +$907K
ESS icon
779
Essex Property Trust
ESS
$18.5B
$3.72M 0.01%
13,890
+1,997
+17% +$540K
DFSI
780
Dimensional International Sustainability Core 1 ETF
DFSI
$1.17B
$3.71M 0.01%
90,669
+65,734
+264% +$2.63M
IVZ icon
781
Invesco
IVZ
$14.1B
$3.67M 0.01%
159,988
+49,347
+45% +$1.02M
SNPS icon
782
Synopsys
SNPS
$77.3B
$3.67M 0.01%
7,438
-242
-3% -$137K
PHO icon
783
Invesco Water Resources ETF
PHO
$2.08B
$3.62M 0.01%
50,249
-683
-1% -$48.9K
QEFA icon
784
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.07B
$3.62M 0.01%
41,195
-3,958
-9% -$341K
RDDT icon
785
Reddit
RDDT
$30.8B
$3.61M 0.01%
15,709
+6,038
+62% +$1.23M
UBS icon
786
UBS Group
UBS
$175B
$3.61M 0.01%
88,102
-10,206
-10% -$396K
CBT icon
787
Cabot Corp
CBT
$4.23B
$3.59M 0.01%
47,202
+805
+2% +$62.8K
STE icon
788
Steris
STE
$22.7B
$3.57M 0.01%
14,422
+9,549
+196% +$2.29M
AOR icon
789
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.71B
$3.57M 0.01%
55,403
+45,424
+455% +$2.84M
AMLP icon
790
Alerian MLP ETF
AMLP
$12.9B
$3.56M 0.01%
75,852
-8,726
-10% -$422K
DOCU
791
DocuSign
DOCU
$11B
$3.56M 0.01%
49,344
-1,603
-3% -$124K
SHV icon
792
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$3.56M 0.01%
32,178
-2,366
-7% -$261K
CIEN icon
793
Ciena
CIEN
$58.2B
$3.53M 0.01%
24,248
+13,995
+136% +$1.43M
ROKU icon
794
Roku
ROKU
$21.9B
$3.53M 0.01%
35,268
+22,386
+174% +$2.06M
SCHJ icon
795
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$848M
$3.51M 0.01%
140,826
-5,285
-4% -$131K
MGV icon
796
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.4B
$3.51M 0.01%
25,461
+4,897
+24% +$655K
UFPI icon
797
UFP Industries
UFPI
$5.24B
$3.49M 0.01%
37,304
+4,198
+13% +$424K
NDSN icon
798
Nordson
NDSN
$17.3B
$3.46M 0.01%
15,249
+978
+7% +$216K
IUSG icon
799
iShares Core S&P US Growth ETF
IUSG
$33.5B
$3.45M 0.01%
20,959
-341
-2% -$53.6K
SNV
800
DELISTED
Synovus
SNV
$3.45M 0.01%
70,208
+31,918
+83% +$1.64M
30 31
32
33 34

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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.