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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
BSCW icon
1126
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.51B
$1.63M ﹤0.01%
78,028
+67,828
+665% +$1.41M
AXTA icon
1127
Axalta
AXTA
$8.15B
$1.63M ﹤0.01%
56,890
+35,203
+162% +$1.06M
UPST icon
1128
Upstart Holdings
UPST
$2.89B
$1.62M ﹤0.01%
31,962
+7,907
+33% +$556K
COOP
1129
DELISTED
Mr. Cooper
COOP
$1.62M ﹤0.01%
7,671
-194
-2% -$35.7K
DXJ icon
1130
WisdomTree Japan Hedged Equity Fund
DXJ
$7.29B
$1.62M ﹤0.01%
12,619
+246
+2% +$30.2K
FTV icon
1131
Fortive
FTV
$18.5B
$1.61M ﹤0.01%
32,906
+7,930
+32% +$391K
FTAI icon
1132
FTAI Aviation
FTAI
$23B
$1.61M ﹤0.01%
9,657
-6,293
-39% -$895K
ETSY icon
1133
Etsy
ETSY
$8.15B
$1.6M ﹤0.01%
24,140
+4,414
+22% +$264K
OKTA icon
1134
Okta
OKTA
$25.6B
$1.6M ﹤0.01%
17,474
+6,852
+65% +$640K
RBCAA icon
1135
Republic Bancorp
RBCAA
$1.97B
$1.6M ﹤0.01%
+22,149
New +$1.64M
BN icon
1136
Brookfield
BN
$109B
$1.6M ﹤0.01%
34,966
+11,265
+48% +$499K
WY icon
1137
Weyerhaeuser
WY
$18.6B
$1.6M ﹤0.01%
64,348
-16,131
-20% -$412K
IOO icon
1138
iShares Global 100 ETF
IOO
$9.18B
$1.59M ﹤0.01%
13,287
+637
+5% +$72.5K
CSL icon
1139
Carlisle Companies
CSL
$15.3B
$1.59M ﹤0.01%
4,831
-1,482
-23% -$565K
PCTY icon
1140
Paylocity
PCTY
$7.91B
$1.59M ﹤0.01%
9,970
+6,108
+158% +$1.08M
ACIO icon
1141
Aptus Collared Investment Opportunity ETF
ACIO
$2.42B
$1.58M ﹤0.01%
36,439
-13,374
-27% -$565K
ABR icon
1142
Arbor Realty Trust
ABR
$965M
$1.58M ﹤0.01%
129,467
+3,143
+2% +$36.6K
RGA icon
1143
Reinsurance Group of America
RGA
$15.5B
$1.58M ﹤0.01%
8,225
-136
-2% -$26K
APTV icon
1144
Aptiv
APTV
$9.95B
$1.58M ﹤0.01%
18,297
+4,885
+36% +$368K
MKTX icon
1145
MarketAxess Holdings
MKTX
$5.72B
$1.57M ﹤0.01%
9,033
+4,126
+84% +$807K
COLB icon
1146
Columbia Banking Systems
COLB
$8.87B
$1.57M ﹤0.01%
60,877
+35,327
+138% +$897K
XBI icon
1147
State Street SPDR S&P Biotech ETF
XBI
$9.99B
$1.56M ﹤0.01%
15,530
+4,086
+36% +$368K
MBB icon
1148
iShares MBS ETF
MBB
$39.1B
$1.55M ﹤0.01%
16,327
-28,206
-63% -$2.65M
PAG icon
1149
Penske Automotive Group
PAG
$14.2B
$1.55M ﹤0.01%
8,928
+2,263
+34% +$403K
CBSH icon
1150
Commerce Bancshares
CBSH
$8.58B
$1.55M ﹤0.01%
27,263
-981
-3% -$57.7K
44 45
46
47 48

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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.