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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
VUSE icon
1451
Vident US Equity Strategy ETF
VUSE
$691M
$874K ﹤0.01%
+13,162
New +$848K
SEZL
1452
Sezzle
SEZL
$5.6B
$874K ﹤0.01%
10,989
-778
-7% -$89.3K
LW icon
1453
Lamb Weston
LW
$7.2B
$874K ﹤0.01%
15,046
-2,938
-16% -$161K
SCI icon
1454
Service Corp International
SCI
$11.5B
$872K ﹤0.01%
10,482
+5,056
+93% +$403K
RUSHA icon
1455
Rush Enterprises Class A
RUSHA
$6.27B
$872K ﹤0.01%
16,309
+2,754
+20% +$153K
TLN
1456
Talen Energy Corp
TLN
$16.4B
$872K ﹤0.01%
+2,050
New +$741K
LPX icon
1457
Louisiana-Pacific
LPX
$5.27B
$869K ﹤0.01%
9,783
-3,356
-26% -$310K
SPSB icon
1458
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.6B
$869K ﹤0.01%
28,683
-4,036
-12% -$122K
AVMC icon
1459
Avantis US Mid Cap Equity ETF
AVMC
$477M
$865K ﹤0.01%
12,430
-26,569
-68% -$1.82M
HALO icon
1460
Halozyme
HALO
$9.91B
$863K ﹤0.01%
+11,762
New +$781K
INDB icon
1461
Independent Bank
INDB
$4.04B
$863K ﹤0.01%
+12,470
New +$848K
JNK icon
1462
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.91B
$862K ﹤0.01%
8,794
-1,509
-15% -$147K
LSTR icon
1463
Landstar System
LSTR
$6.05B
$861K ﹤0.01%
7,027
+1,958
+39% +$260K
CCJ icon
1464
Cameco
CCJ
$41.4B
$861K ﹤0.01%
10,269
-72,451
-88% -$5.62M
MUSA icon
1465
Murphy USA
MUSA
$10B
$859K ﹤0.01%
2,214
+1,061
+92% +$420K
GTLS
1466
DELISTED
Chart Industries
GTLS
$858K ﹤0.01%
4,287
-1,046
-20% -$199K
FLBL icon
1467
Franklin Senior Loan ETF
FLBL
$851M
$858K ﹤0.01%
35,714
-7
-0% -$169
MTH icon
1468
Meritage Homes
MTH
$4.73B
$856K ﹤0.01%
11,825
+1,298
+12% +$96.4K
NEA icon
1469
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.39B
$856K ﹤0.01%
75,117
-969
-1% -$10.7K
ONTO icon
1470
Onto Innovation
ONTO
$13.6B
$855K ﹤0.01%
6,620
+1,511
+30% +$162K
OZK icon
1471
Bank OZK
OZK
$5.64B
$854K ﹤0.01%
16,744
+8,528
+104% +$436K
KB icon
1472
KB Financial Group
KB
$42.5B
$853K ﹤0.01%
10,293
-457
-4% -$37.5K
AWR icon
1473
American States Water
AWR
$3.38B
$849K ﹤0.01%
11,583
+7,985
+222% +$594K
UTF icon
1474
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$847K ﹤0.01%
34,150
+2,102
+7% +$55.2K
RACE icon
1475
Ferrari
RACE
$71.8B
$846K ﹤0.01%
1,744
-309
-15% -$148K
57 58
59
60 61

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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.