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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
SNDR icon
976
Schneider National
SNDR
$6.45B
$2.31M ﹤0.01%
109,398
+5,862
+6% +$143K
VOD icon
977
Vodafone
VOD
$35.4B
$2.31M ﹤0.01%
199,390
-4,173
-2% -$47.6K
IBDW icon
978
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.53B
$2.31M ﹤0.01%
108,652
+22,366
+26% +$471K
DOCS icon
979
Doximity
DOCS
$3.93B
$2.3M ﹤0.01%
31,509
+4,169
+15% +$272K
DGRW icon
980
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.2B
$2.3M ﹤0.01%
25,901
+337
+1% +$29.2K
KIM icon
981
Kimco Realty
KIM
$16.7B
$2.3M ﹤0.01%
105,159
+15,402
+17% +$335K
IBKR icon
982
Interactive Brokers
IBKR
$39.7B
$2.29M ﹤0.01%
33,247
+5,488
+20% +$345K
CWT icon
983
California Water Service
CWT
$3.07B
$2.28M ﹤0.01%
49,588
+2,339
+5% +$108K
REET icon
984
iShares Global REIT ETF
REET
$5.12B
$2.27M ﹤0.01%
88,973
-4,655
-5% -$117K
GDDY icon
985
GoDaddy
GDDY
$11.5B
$2.25M ﹤0.01%
16,478
-67,470
-80% -$10.4M
SF
986
Stifel
SF
$12.9B
$2.25M ﹤0.01%
29,779
+12,907
+76% +$966K
ARKK icon
987
ARK Innovation ETF
ARKK
$6.06B
$2.24M ﹤0.01%
26,000
+2,218
+9% +$170K
LVS icon
988
Las Vegas Sands
LVS
$29.9B
$2.24M ﹤0.01%
41,700
+24,940
+149% +$1.31M
VGIT icon
989
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$2.24M ﹤0.01%
37,360
+6,421
+21% +$383K
ILCV icon
990
iShares Morningstar Value ETF
ILCV
$1.35B
$2.23M ﹤0.01%
24,760
+22,018
+803% +$1.91M
SCCO icon
991
Southern Copper
SCCO
$165B
$2.22M ﹤0.01%
18,827
-170
-0.9% -$16.7K
DWX icon
992
State Street SPDR S&P International Dividend ETF
DWX
$527M
$2.22M ﹤0.01%
52,008
-16,560
-24% -$705K
BOX icon
993
Box
BOX
$4.45B
$2.22M ﹤0.01%
68,799
-382
-0.6% -$12.4K
CRUS icon
994
Cirrus Logic
CRUS
$6.52B
$2.21M ﹤0.01%
17,676
+9,563
+118% +$1.06M
WCN
995
Waste Connections
WCN
$41.4B
$2.21M ﹤0.01%
12,584
-506
-4% -$92.1K
SBAC icon
996
SBA Communications
SBAC
$18.6B
$2.21M ﹤0.01%
11,429
-974
-8% -$211K
IHDG icon
997
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.23B
$2.2M ﹤0.01%
47,753
+2,403
+5% +$109K
APA icon
998
APA Corp
APA
$12.4B
$2.19M ﹤0.01%
90,260
+80,203
+797% +$1.69M
DCO icon
999
Ducommun
DCO
$2.89B
$2.18M ﹤0.01%
22,718
+876
+4% +$79.2K
RHI icon
1000
Robert Half
RHI
$4.14B
$2.18M ﹤0.01%
64,041
+43,262
+208% +$1.62M
38 39
40
41 42

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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.