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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
HR icon
1401
Healthcare Realty
HR
$6.94B
$966K ﹤0.01%
53,564
+36,962
+223% +$625K
VFMO icon
1402
Vanguard US Momentum Factor ETF
VFMO
$1.85B
$965K ﹤0.01%
5,038
-1,051
-17% -$189K
IEUR icon
1403
iShares Core MSCI Europe ETF
IEUR
$9.12B
$964K ﹤0.01%
14,157
+4,260
+43% +$284K
GOLF icon
1404
Acushnet Holdings
GOLF
$6.28B
$964K ﹤0.01%
12,285
-3
-0% -$233
NXST icon
1405
Nexstar Media Group
NXST
$5.86B
$964K ﹤0.01%
4,874
+908
+23% +$178K
CASH icon
1406
Pathward Financial
CASH
$1.87B
$961K ﹤0.01%
12,985
+648
+5% +$50.5K
BWXT icon
1407
BWX Technologies
BWXT
$15.8B
$959K ﹤0.01%
5,199
+1,040
+25% +$167K
ETV
1408
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.74B
$956K ﹤0.01%
67,095
+34,638
+107% +$483K
DEO icon
1409
Diageo
DEO
$51.2B
$953K ﹤0.01%
9,988
-201
-2% -$21.1K
BDJ icon
1410
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.73B
$952K ﹤0.01%
104,517
+65,496
+168% +$585K
SSUS icon
1411
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$582M
$947K ﹤0.01%
19,597
-5,245
-21% -$243K
GHC icon
1412
Graham Holdings Company
GHC
$5.11B
$946K ﹤0.01%
803
+205
+34% +$212K
VRE
1413
DELISTED
Veris Residential
VRE
$945K ﹤0.01%
62,199
+19,282
+45% +$287K
VRIG icon
1414
Invesco Variable Rate Investment Grade ETF
VRIG
$1.83B
$941K ﹤0.01%
37,476
-11,470
-23% -$288K
HLI icon
1415
Houlihan Lokey
HLI
$9.06B
$940K ﹤0.01%
4,576
+1,960
+75% +$384K
HNDL icon
1416
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$637M
$938K ﹤0.01%
42,083
-94,531
-69% -$2.06M
PEN icon
1417
Penumbra
PEN
$12.8B
$933K ﹤0.01%
3,683
+1,249
+51% +$315K
OBDC icon
1418
Blue Owl Capital
OBDC
$5.48B
$928K ﹤0.01%
72,683
+25,845
+55% +$368K
PSN icon
1419
Parsons
PSN
$5.18B
$927K ﹤0.01%
11,177
-17,494
-61% -$1.35M
BSCS icon
1420
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.57B
$924K ﹤0.01%
44,917
+12,239
+37% +$251K
MORN icon
1421
Morningstar
MORN
$7.33B
$923K ﹤0.01%
3,977
+1,739
+78% +$464K
AX icon
1422
Axos Financial
AX
$5.87B
$923K ﹤0.01%
10,899
-2,107
-16% -$184K
IYJ icon
1423
iShares US Industrials ETF
IYJ
$2.04B
$921K ﹤0.01%
6,310
+770
+14% +$112K
BMO icon
1424
Bank of Montreal
BMO
$128B
$920K ﹤0.01%
7,062
+295
+4% +$34.9K
LFUS icon
1425
Littelfuse
LFUS
$12B
$918K ﹤0.01%
3,545
+2,038
+135% +$510K
55 56
57
58 59

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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.