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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
WCC
1176
WESCO International
WCC
$18.2B
$1.48M ﹤0.01%
6,978
+1,623
+30% +$341K
ALSN icon
1177
Allison Transmission
ALSN
$9.8B
$1.47M ﹤0.01%
17,365
+8,671
+100% +$772K
GLTR icon
1178
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.61B
$1.47M ﹤0.01%
8,905
+528
+6% +$77.3K
DAR icon
1179
Darling Ingredients
DAR
$9.19B
$1.47M ﹤0.01%
47,680
+3,460
+8% +$116K
YUMC icon
1180
Yum China
YUMC
$16.3B
$1.46M ﹤0.01%
33,917
+14,356
+73% +$653K
SPGM icon
1181
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.77B
$1.45M ﹤0.01%
19,312
-162
-0.8% -$11.6K
BHF icon
1182
Brighthouse Financial
BHF
$3.55B
$1.44M ﹤0.01%
27,163
+10,703
+65% +$522K
KMX icon
1183
CarMax
KMX
$8.04B
$1.44M ﹤0.01%
32,120
+2,070
+7% +$124K
CATH icon
1184
Global X S&P 500 Catholic Values ETF
CATH
$1.33B
$1.44M ﹤0.01%
17,748
+5
+0% +$390
EMHY icon
1185
iShares JPMorgan EM High Yield Bond ETF
EMHY
$627M
$1.43M ﹤0.01%
36,129
-5,916
-14% -$233K
THG icon
1186
Hanover Insurance
THG
$7.98B
$1.43M ﹤0.01%
7,883
+1,619
+26% +$278K
CP icon
1187
Canadian Pacific Kansas City
CP
$80.4B
$1.43M ﹤0.01%
19,196
+1,201
+7% +$91.8K
TSLL icon
1188
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.32B
$1.42M ﹤0.01%
67,300
+55,650
+478% +$754K
SIZE icon
1189
iShares MSCI USA Size Factor ETF
SIZE
$439M
$1.42M ﹤0.01%
8,833
-2,852
-24% -$451K
MFC icon
1190
Manulife Financial
MFC
$73.9B
$1.42M ﹤0.01%
45,542
+3,265
+8% +$101K
BYD icon
1191
Boyd Gaming
BYD
$6.13B
$1.42M ﹤0.01%
16,401
+4,727
+40% +$397K
SUI icon
1192
Sun Communities
SUI
$14.9B
$1.42M ﹤0.01%
10,988
-35
-0.3% -$4.42K
RGLD icon
1193
Royal Gold
RGLD
$18.3B
$1.42M ﹤0.01%
7,065
-2,674
-27% -$462K
IYF icon
1194
iShares US Financials ETF
IYF
$4.63B
$1.42M ﹤0.01%
11,185
+955
+9% +$118K
ARKQ icon
1195
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.01B
$1.42M ﹤0.01%
12,695
+525
+4% +$51.8K
KMPR icon
1196
Kemper
KMPR
$1.72B
$1.41M ﹤0.01%
27,434
+15,066
+122% +$846K
QRVO icon
1197
Qorvo
QRVO
$8.4B
$1.41M ﹤0.01%
15,516
+9,740
+169% +$867K
AVIV icon
1198
Avantis International Large Cap Value ETF
AVIV
$2.03B
$1.41M ﹤0.01%
+20,949
New +$1.36M
CR icon
1199
Crane Co
CR
$12.9B
$1.41M ﹤0.01%
7,670
+4,671
+156% +$881K
EMLP icon
1200
First Trust North American Energy Infrastructure Fund
EMLP
$4.08B
$1.41M ﹤0.01%
36,837
-1,357
-4% -$51.2K
46 47
48
49 50

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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.