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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
KVUE icon
1376
Kenvue
KVUE
$37B
$1.01M ﹤0.01%
61,968
-11,063
-15% -$226K
TPH
1377
DELISTED
Tri Pointe Homes
TPH
$1M ﹤0.01%
29,572
-2,377
-7% -$80.9K
IWY icon
1378
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$1M ﹤0.01%
3,664
-906
-20% -$234K
IEX icon
1379
IDEX
IEX
$17.6B
$1M ﹤0.01%
6,157
-432
-7% -$73K
RYN icon
1380
Rayonier
RYN
$6.5B
$1M ﹤0.01%
39,587
+19,943
+102% +$478K
NXT icon
1381
Nextpower Inc
NXT
$14.8B
$1M ﹤0.01%
13,530
+2,103
+18% +$136K
DFCF icon
1382
Dimensional Core Fixed Income ETF
DFCF
$10.9B
$1M ﹤0.01%
23,411
+6,443
+38% +$273K
DLTR icon
1383
Dollar Tree
DLTR
$24.8B
$997K ﹤0.01%
10,560
-601
-5% -$64.3K
IWL icon
1384
iShares Russell Top 200 ETF
IWL
$2.27B
$995K ﹤0.01%
5,992
+303
+5% +$48.2K
JHMD icon
1385
John Hancock Multifactor Developed International ETF
JHMD
$984M
$995K ﹤0.01%
24,879
-4,020
-14% -$157K
AMKR icon
1386
Amkor Technology
AMKR
$13.7B
$994K ﹤0.01%
34,991
+14,087
+67% +$339K
RDIV icon
1387
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.38B
$993K ﹤0.01%
19,046
-15,504
-45% -$781K
S icon
1388
SentinelOne
S
$7.02B
$991K ﹤0.01%
57,223
+5,232
+10% +$93.9K
PLXS icon
1389
Plexus
PLXS
$7.39B
$991K ﹤0.01%
6,850
+4,297
+168% +$580K
FUBO icon
1390
FuboTV Inc
FUBO
$277M
$989K ﹤0.01%
19,863
+7,258
+58% +$329K
CG icon
1391
Carlyle Group
CG
$17.8B
$987K ﹤0.01%
15,745
-1,851
-11% -$116K
IBHG icon
1392
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$507M
$983K ﹤0.01%
43,687
+33,025
+310% +$742K
BMAR icon
1393
Innovator US Equity Buffer ETF March
BMAR
$254M
$982K ﹤0.01%
19,024
– –
SMDV icon
1394
ProShares Russell 2000 Dividend Growers ETF
SMDV
$714M
$981K ﹤0.01%
14,723
+916
+7% +$61.3K
PKW icon
1395
Invesco BuyBack Achievers ETF
PKW
$1.75B
$980K ﹤0.01%
7,401
+4,028
+119% +$518K
STM icon
1396
STMicroelectronics
STM
$48.4B
$980K ﹤0.01%
34,664
-10,863
-24% -$304K
SEDG icon
1397
SolarEdge
SEDG
$2.05B
$977K ﹤0.01%
26,413
-137
-0.5% -$4.09K
CRL icon
1398
Charles River Laboratories
CRL
$12.5B
$976K ﹤0.01%
6,236
+3,223
+107% +$512K
KNSL icon
1399
Kinsale Capital Group
KNSL
$8.45B
$974K ﹤0.01%
2,290
+122
+6% +$55.3K
BMI icon
1400
Badger Meter
BMI
$4.07B
$973K ﹤0.01%
5,448
-1,754
-24% -$345K
54 55
56
57 58

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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.