We are live on
!
Find out more
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
(+22%)
Cap. Flow
+$7.92B
Cap. Flow
% of AUM
13.22%
Top 10 Holdings %
Top 10 Hldgs %
36.76%
Holding
2,762
New
514
Increased
1,374
Reduced
710
Closed
129
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.37B |
| 2 |
NVIDIA
NVDA
|
+$1.02B |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$631M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$490M |
| 5 |
Meta Platforms (Facebook)
META
|
+$320M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$63M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$48.4M |
| 3 |
AbbVie
ABBV
|
+$32.6M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$31.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1476
Cullen/Frost Bankers
CFR
$10.2B
| $842K | ﹤0.01% |
6,639
-306
| -4% | -$39.8K |
|
1477
American Homes 4 Rent
AMH
$12.4B
| $839K | ﹤0.01% |
25,238
+9,267
| +58% | +$323K |
|
1478
Alcon
ALC
$33.9B
| $838K | ﹤0.01% |
11,241
+1,363
| +14% | +$114K |
|
1479
Carter's
CRI
$1.49B
| $837K | ﹤0.01% |
+29,650
| New | +$851K |
|
1480
Huntsman Corp
HUN
$1.83B
| $834K | ﹤0.01% |
92,927
+51,784
| +126% | +$544K |
|
1481
News Corp Class B
NWS
$18.2B
| $832K | ﹤0.01% |
24,073
+1,129
| +5% | +$38.1K |
|
1482
Hancock Whitney
HWC
$6.23B
| $830K | ﹤0.01% |
13,260
+327
| +3% | +$20K |
|
1483
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
| $827K | ﹤0.01% |
24,413
-2,085
| -8% | -$70.2K |
|
|
SW
1484
Smurfit Westrock
SW
$24.7B
| $827K | ﹤0.01% |
19,433
-5,887
| -23% | -$266K |
|
|
BLD
1485
DELISTED
TopBuild
BLD
| $825K | ﹤0.01% |
2,110
+279
| +15% | +$111K |
|
1486
Amcor
AMCR
$21.8B
| $822K | ﹤0.01% |
20,101
-14,054
| -41% | -$630K |
|
1487
BellRing Brands
BRBR
$1.37B
| $822K | ﹤0.01% |
22,604
+18,321
| +428% | +$828K |
|
1488
Simplify US Equity PLUS Convexity ETF
SPYC
$117M
| $820K | ﹤0.01% |
19,132
-2,686
| -12% | -$112K |
|
|
CIVI
1489
DELISTED
Civitas Resources
CIVI
| $816K | ﹤0.01% |
25,107
+7,820
| +45% | +$250K |
|
|
AAT
1490
American Assets Trust
AAT
$1.39B
| $812K | ﹤0.01% |
39,954
+12,227
| +44% | +$247K |
|
1491
Zillow
Z
$7.23B
| $810K | ﹤0.01% |
10,514
-2,458
| -19% | -$201K |
|
1492
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$601M
| $810K | ﹤0.01% |
16,254
+2,013
| +14% | +$96.7K |
|
1493
Rambus
RMBS
$10.7B
| $808K | ﹤0.01% |
7,759
+1,295
| +20% | +$99.8K |
|
1494
Franklin FTSE India ETF
FLIN
$2.68B
| $807K | ﹤0.01% |
21,652
| – | – |
|
1495
Assured Guaranty
AGO
$3.65B
| $804K | ﹤0.01% |
9,502
+5,985
| +170% | +$497K |
|
1496
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
| $802K | ﹤0.01% |
34,056
+460
| +1% | +$10.7K |
|
1497
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.63B
| $800K | ﹤0.01% |
18,693
-570
| -3% | -$23.4K |
|
1498
Deckers Outdoor
DECK
$13.5B
| $799K | ﹤0.01% |
7,879
-4,140
| -34% | -$452K |
|
1499
Prudential
PUK
$34.7B
| $796K | ﹤0.01% |
+28,433
| New | +$745K |
|
1500
iShares Future Exponential Technologies ETF
XT
$3.91B
| $793K | ﹤0.01% |
11,019
-132
| -1% | -$8.94K |
|
Similar funds
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.