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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
DPZ icon
1276
Domino's
DPZ
$12.1B
$1.22M ﹤0.01%
2,821
-66
-2% -$30K
SON icon
1277
Sonoco
SON
$5.78B
$1.22M ﹤0.01%
28,237
+19,721
+232% +$911K
QLTA icon
1278
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.23B
$1.21M ﹤0.01%
25,032
-3,235
-11% -$155K
TREX icon
1279
Trex
TREX
$5.05B
$1.21M ﹤0.01%
23,405
+15,288
+188% +$931K
RDN icon
1280
Radian Group
RDN
$5.21B
$1.21M ﹤0.01%
33,365
+288
+0.9% +$10K
AIT icon
1281
Applied Industrial Technologies
AIT
$13.2B
$1.21M ﹤0.01%
4,627
+1,252
+37% +$329K
IXJ icon
1282
iShares Global Healthcare ETF
IXJ
$4.13B
$1.2M ﹤0.01%
13,552
-1,178
-8% -$102K
SMR icon
1283
NuScale Power
SMR
$3.25B
$1.2M ﹤0.01%
33,266
-3,315
-9% -$132K
PFSI icon
1284
PennyMac Financial
PFSI
$3.94B
$1.2M ﹤0.01%
9,663
-1,077
-10% -$117K
VIOG icon
1285
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.08B
$1.2M ﹤0.01%
9,830
-283
-3% -$33.6K
MPT
1286
Medical Properties Trust
MPT
$2.79B
$1.19M ﹤0.01%
235,311
+149,723
+175% +$660K
BNOV icon
1287
Innovator US Equity Buffer ETF November
BNOV
$214M
$1.19M ﹤0.01%
27,344
-406
-1% -$17.2K
CFLT
1288
DELISTED
Confluent
CFLT
$1.19M ﹤0.01%
+60,024
New +$1.26M
MGEE icon
1289
MGE Energy Inc
MGEE
$3.03B
$1.19M ﹤0.01%
14,117
+1,222
+9% +$104K
CROX icon
1290
Crocs
CROX
$6.58B
$1.19M ﹤0.01%
14,186
+8,619
+155% +$787K
CRWV
1291
CoreWeave
CRWV
$49B
$1.18M ﹤0.01%
8,634
-3,964
-31% -$469K
LBTYA icon
1292
Liberty Global Class A
LBTYA
$3.61B
$1.18M ﹤0.01%
+102,827
New +$1.13M
USIG icon
1293
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$1.18M ﹤0.01%
22,559
+2,744
+14% +$142K
NSIT icon
1294
Insight Enterprises
NSIT
$4.24B
$1.18M ﹤0.01%
10,381
-1,459
-12% -$190K
ENS icon
1295
EnerSys
ENS
$6.92B
$1.18M ﹤0.01%
10,402
+4,030
+63% +$396K
LNW
1296
DELISTED
Light & Wonder
LNW
$1.17M ﹤0.01%
13,985
+8,114
+138% +$745K
BWZ icon
1297
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$270M
$1.17M ﹤0.01%
41,940
-151,374
-78% -$4.2M
BKE icon
1298
Buckle
BKE
$2.34B
$1.17M ﹤0.01%
19,884
+2,794
+16% +$151K
GBCI icon
1299
Glacier Bancorp
GBCI
$6.51B
$1.17M ﹤0.01%
23,963
-77
-0.3% -$3.61K
KHC icon
1300
Kraft Heinz
KHC
$30.5B
$1.17M ﹤0.01%
44,764
-8,052
-15% -$219K
50 51
52
53 54

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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.