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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
ONEQ icon
951
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$2.46M ﹤0.01%
27,606
+1,016
+4% +$85.7K
HACK icon
952
Amplify Cybersecurity ETF
HACK
$2.9B
$2.46M ﹤0.01%
28,334
+1,843
+7% +$156K
MDB icon
953
MongoDB
MDB
$30.2B
$2.46M ﹤0.01%
7,912
+2,916
+58% +$750K
GBDC icon
954
Golub Capital BDC
GBDC
$3.32B
$2.46M ﹤0.01%
179,349
+87,345
+95% +$1.29M
PNW icon
955
Pinnacle West Capital
PNW
$12.3B
$2.45M ﹤0.01%
27,286
-420
-2% -$37.8K
CAG icon
956
Conagra Brands
CAG
$7.13B
$2.44M ﹤0.01%
133,532
+66,258
+98% +$1.27M
TTD icon
957
Trade Desk
TTD
$8.92B
$2.44M ﹤0.01%
49,839
-2,935
-6% -$186K
KD icon
958
Kyndryl
KD
$3.04B
$2.43M ﹤0.01%
80,869
+49,830
+161% +$1.71M
SMOT icon
959
VanEck Morningstar SMID Moat ETF
SMOT
$341M
$2.41M ﹤0.01%
66,847
-6,402
-9% -$230K
UHS icon
960
Universal Health Services
UHS
$10.4B
$2.39M ﹤0.01%
11,678
+1,219
+12% +$219K
IAUM icon
961
iShares Gold Trust Micro
IAUM
$6.68B
$2.38M ﹤0.01%
61,866
+700
+1% +$24.2K
MTG icon
962
MGIC Investment
MTG
$6.25B
$2.38M ﹤0.01%
83,743
+39,208
+88% +$1.07M
PDP icon
963
Invesco Dorsey Wright Momentum ETF
PDP
$1.52B
$2.37M ﹤0.01%
20,117
-199
-1% -$22.4K
HUBB icon
964
Hubbell
HUBB
$27.1B
$2.37M ﹤0.01%
5,507
+44
+0.8% +$18.9K
SCHH icon
965
Schwab US REIT ETF
SCHH
$11.4B
$2.37M ﹤0.01%
109,708
-20,986
-16% -$448K
EHC icon
966
Encompass Health
EHC
$11B
$2.36M ﹤0.01%
18,612
+690
+4% +$82.1K
FN icon
967
Fabrinet
FN
$18.9B
$2.36M ﹤0.01%
6,479
+253
+4% +$83.3K
DFAR icon
968
Dimensional US Real Estate ETF
DFAR
$1.77B
$2.36M ﹤0.01%
98,790
-3,426
-3% -$80.8K
CGNX icon
969
Cognex
CGNX
$11.9B
$2.35M ﹤0.01%
52,273
+37,535
+255% +$1.52M
FBTC icon
970
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$2.35M ﹤0.01%
23,559
+2,200
+10% +$220K
BALL icon
971
Ball Corp
BALL
$17B
$2.34M ﹤0.01%
46,405
-19,577
-30% -$1.06M
AFRM icon
972
Affirm
AFRM
$26.4B
$2.33M ﹤0.01%
31,928
+299
+0.9% +$22.8K
IEF icon
973
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$2.33M ﹤0.01%
24,155
+744
+3% +$71.1K
IFF icon
974
International Flavors & Fragrances
IFF
$22.6B
$2.33M ﹤0.01%
37,843
+22,308
+144% +$1.53M
BSCP
975
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.32M ﹤0.01%
112,001
+53,124
+90% +$1.1M
37 38
39
40 41

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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.