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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
QBTS icon
1526
D-Wave Quantum Inc. Common Stock
QBTS
$7.25B
$740K ﹤0.01%
29,952
-175
-0.6% -$3.19K
HXL icon
1527
Hexcel
HXL
$7.78B
$740K ﹤0.01%
11,800
+6,871
+139% +$422K
CMC icon
1528
Commercial Metals
CMC
$8.18B
$734K ﹤0.01%
12,817
-134
-1% -$7.41K
FELC icon
1529
Fidelity Enhanced Large Cap Core ETF
FELC
$8.23B
$733K ﹤0.01%
19,666
-469
-2% -$16.8K
IVOG icon
1530
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.66B
$732K ﹤0.01%
6,123
-2,175
-26% -$255K
MLCO icon
1531
Melco Resorts & Entertainment
MLCO
$2.14B
$730K ﹤0.01%
+79,643
New +$728K
DY icon
1532
Dycom Industries
DY
$12B
$729K ﹤0.01%
2,500
+713
+40% +$187K
BSCR icon
1533
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$727K ﹤0.01%
36,860
+12,378
+51% +$244K
SJNK icon
1534
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.75B
$725K ﹤0.01%
28,316
-9,462
-25% -$241K
CRC icon
1535
California Resources
CRC
$4.69B
$721K ﹤0.01%
+13,566
New +$680K
WK icon
1536
Workiva
WK
$3.38B
$719K ﹤0.01%
8,356
+2,967
+55% +$223K
GPI icon
1537
Group 1 Automotive
GPI
$3.24B
$718K ﹤0.01%
1,642
+400
+32% +$179K
PAYC icon
1538
Paycom
PAYC
$10.1B
$718K ﹤0.01%
3,449
-802
-19% -$181K
EPRT icon
1539
Essential Properties Realty Trust
EPRT
$6.61B
$714K ﹤0.01%
23,992
-12,742
-35% -$390K
IBHF icon
1540
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$807M
$712K ﹤0.01%
30,429
+18,423
+153% +$429K
RWL icon
1541
Invesco S&P 500 Revenue ETF
RWL
$9.81B
$707K ﹤0.01%
6,393
-681
-10% -$72.6K
TRP icon
1542
TC Energy
TRP
$66.5B
$706K ﹤0.01%
12,977
-174
-1% -$8.73K
IBHJ icon
1543
iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
$152M
$706K ﹤0.01%
+29,604
New +$786K
SCMB icon
1544
Schwab Municipal Bond ETF
SCMB
$3.93B
$705K ﹤0.01%
27,517
+1,705
+7% +$43K
SPSC icon
1545
SPS Commerce
SPSC
$2.6B
$704K ﹤0.01%
6,763
-427
-6% -$50.8K
WH icon
1546
Wyndham Hotels & Resorts
WH
$5.57B
$703K ﹤0.01%
8,805
+4,938
+128% +$425K
EL icon
1547
Estee Lauder
EL
$30.9B
$703K ﹤0.01%
7,981
+341
+4% +$30.4K
BSJP
1548
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$703K ﹤0.01%
30,491
-6,295
-17% -$145K
PDN icon
1549
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$362M
$703K ﹤0.01%
17,094
-229
-1% -$9.19K
CNH
1550
CNH Industrial
CNH
$17.4B
$702K ﹤0.01%
64,674
+15,591
+32% +$190K
60 61
62
63 64

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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.