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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
VOOV icon
876
Vanguard S&P 500 Value ETF
VOOV
$6.7B
$2.97M 0.01%
14,898
-11,694
-44% -$2.27M
BAH icon
877
Booz Allen Hamilton
BAH
$8.85B
$2.96M ﹤0.01%
29,622
+19,981
+207% +$2.14M
IGF icon
878
iShares Global Infrastructure ETF
IGF
$10.9B
$2.94M ﹤0.01%
48,069
+921
+2% +$55.3K
SSD icon
879
Simpson Manufacturing
SSD
$7.91B
$2.93M ﹤0.01%
17,517
+1,581
+10% +$283K
ARE icon
880
Alexandria Real Estate Equities
ARE
$8.52B
$2.93M ﹤0.01%
35,156
+18,420
+110% +$1.48M
RDVY icon
881
First Trust Rising Dividend Achievers ETF
RDVY
$25.5B
$2.92M ﹤0.01%
43,437
+19,725
+83% +$1.28M
FNDA icon
882
Schwab Fundamental US Small Company Index ETF
FNDA
$9.4B
$2.9M ﹤0.01%
93,096
+14,063
+18% +$427K
IMCG icon
883
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.07B
$2.9M ﹤0.01%
35,043
+18,804
+116% +$1.53M
SKYW icon
884
Skywest
SKYW
$4.42B
$2.9M ﹤0.01%
28,783
+13,466
+88% +$1.5M
NU icon
885
Nu Holdings
NU
$69.2B
$2.89M ﹤0.01%
180,309
+3,401
+2% +$47.4K
KGS icon
886
Kodiak Gas Services
KGS
$6.01B
$2.88M ﹤0.01%
77,990
+1,507
+2% +$50.8K
RIO icon
887
Rio Tinto
RIO
$161B
$2.88M ﹤0.01%
43,631
-15,019
-26% -$929K
WTW icon
888
Willis Towers Watson
WTW
$31.7B
$2.87M ﹤0.01%
8,308
+545
+7% +$177K
EXEL icon
889
Exelixis
EXEL
$14.1B
$2.87M ﹤0.01%
69,420
+5,139
+8% +$207K
GOVT icon
890
iShares US Treasury Bond ETF
GOVT
$43.6B
$2.87M ﹤0.01%
123,983
-247,248
-67% -$5.67M
RITM icon
891
Rithm Capital
RITM
$5.72B
$2.85M ﹤0.01%
249,886
+70,013
+39% +$848K
TFX icon
892
Teleflex
TFX
$6.18B
$2.84M ﹤0.01%
23,205
+19,493
+525% +$2.36M
INGR icon
893
Ingredion
INGR
$6.6B
$2.84M ﹤0.01%
23,237
+8,083
+53% +$1.04M
FVD icon
894
First Trust Value Line Dividend Fund
FVD
$8.38B
$2.83M ﹤0.01%
61,182
+16,040
+36% +$734K
LEN.B icon
895
Lennar Class B
LEN.B
$20.1B
$2.82M ﹤0.01%
23,471
-2,337
-9% -$277K
CSHI icon
896
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.54B
$2.82M ﹤0.01%
56,625
-5,236
-8% -$261K
OVV icon
897
Ovintiv
OVV
$17.1B
$2.81M ﹤0.01%
69,583
+34,895
+101% +$1.42M
HLN icon
898
Haleon
HLN
$43.1B
$2.81M ﹤0.01%
312,809
-79,109
-20% -$762K
SPMO icon
899
Invesco S&P 500 Momentum ETF
SPMO
$22.1B
$2.8M ﹤0.01%
23,150
+21,248
+1,117% +$2.48M
DDOG icon
900
Datadog
DDOG
$103B
$2.79M ﹤0.01%
19,615
+5,216
+36% +$718K
34 35
36
37 38

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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.