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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
DXCM icon
1101
DexCom
DXCM
$31.2B
$1.72M ﹤0.01%
25,558
+2,249
+10% +$178K
DVA icon
1102
DaVita
DVA
$12.1B
$1.72M ﹤0.01%
12,940
-833
-6% -$114K
SSB icon
1103
SouthState Bank Corp
SSB
$10.6B
$1.72M ﹤0.01%
17,383
+10,522
+153% +$1.03M
HIW icon
1104
Highwoods Properties
HIW
$3.58B
$1.71M ﹤0.01%
53,854
+5,277
+11% +$162K
JXN icon
1105
Jackson Financial
JXN
$9.38B
$1.71M ﹤0.01%
16,928
+2,137
+14% +$200K
ELS icon
1106
Equity Lifestyle Properties
ELS
$12.6B
$1.71M ﹤0.01%
28,222
-8,958
-24% -$544K
FLOT icon
1107
iShares Floating Rate Bond ETF
FLOT
$10.3B
$1.7M ﹤0.01%
33,363
-8,320
-20% -$424K
FWONK icon
1108
Liberty Media Series C
FWONK
$24.1B
$1.69M ﹤0.01%
16,135
+5,076
+46% +$515K
FNDE icon
1109
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.78B
$1.68M ﹤0.01%
46,554
+10,503
+29% +$362K
AVY icon
1110
Avery Dennison
AVY
$13.4B
$1.68M ﹤0.01%
10,354
+1,963
+23% +$338K
ARCC icon
1111
Ares Capital
ARCC
$13.9B
$1.68M ﹤0.01%
82,189
-4,159
-5% -$92.4K
XOP icon
1112
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.49B
$1.67M ﹤0.01%
12,668
+103
+0.8% +$13.3K
CATY icon
1113
Cathay General Bancorp
CATY
$4.29B
$1.67M ﹤0.01%
34,825
+171
+0.5% +$8.22K
CMS icon
1114
CMS Energy
CMS
$22.4B
$1.67M ﹤0.01%
22,804
+4,988
+28% +$358K
ISCB icon
1115
iShares Morningstar Small-Cap ETF
ISCB
$290M
$1.66M ﹤0.01%
26,218
-1
-0% -$61
GNRC icon
1116
Generac Holdings
GNRC
$12.8B
$1.66M ﹤0.01%
9,906
+5,194
+110% +$910K
RPG icon
1117
Invesco S&P 500 Pure Growth ETF
RPG
$2.1B
$1.66M ﹤0.01%
34,758
+2,980
+9% +$140K
WAT icon
1118
Waters Corp
WAT
$39.3B
$1.66M ﹤0.01%
5,524
-65
-1% -$19.6K
SCHI icon
1119
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$1.66M ﹤0.01%
71,734
+46,522
+185% +$1.06M
CWB icon
1120
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.72B
$1.65M ﹤0.01%
18,237
+146
+0.8% +$12.6K
CVNA icon
1121
Carvana
CVNA
$76.4B
$1.65M ﹤0.01%
21,865
+2,595
+13% +$186K
WBS icon
1122
Webster Financial
WBS
$12.8B
$1.64M ﹤0.01%
27,630
+3,409
+14% +$203K
SCHC icon
1123
Schwab International Small-Cap Equity ETF
SCHC
$5.59B
$1.64M ﹤0.01%
36,011
+3,593
+11% +$158K
IBDZ
1124
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$869M
$1.64M ﹤0.01%
61,872
+17,053
+38% +$446K
PEGA icon
1125
Pegasystems
PEGA
$5.23B
$1.63M ﹤0.01%
28,361
+13,919
+96% +$767K
43 44
45
46 47

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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.