We are live on ! Find out more
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
SANM icon
1551
Sanmina
SANM
$11B
$701K ﹤0.01%
6,093
+431
+8% +$48.5K
MUNI icon
1552
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.08B
$700K ﹤0.01%
13,393
+1,580
+13% +$81.4K
OLED icon
1553
Universal Display
OLED
$4.01B
$699K ﹤0.01%
4,869
+200
+4% +$29.1K
DTD icon
1554
WisdomTree US Total Dividend Fund
DTD
$1.68B
$699K ﹤0.01%
8,321
+4,805
+137% +$394K
FDL icon
1555
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.76B
$697K ﹤0.01%
16,062
+5,708
+55% +$247K
CYBR
1556
DELISTED
CyberArk
CYBR
$696K ﹤0.01%
1,440
-3,932
-73% -$1.69M
MTD icon
1557
Mettler-Toledo International
MTD
$28.4B
$695K ﹤0.01%
566
+84
+17% +$105K
WTS icon
1558
Watts Water Technologies
WTS
$12.6B
$695K ﹤0.01%
2,489
+927
+59% +$249K
HWBK icon
1559
Hawthorn Bancshares
HWBK
$275M
$695K ﹤0.01%
22,375
+3,286
+17% +$99.9K
IDMO icon
1560
Invesco S&P International Developed Momentum ETF
IDMO
$4.18B
$694K ﹤0.01%
+12,856
New +$672K
BIP icon
1561
Brookfield Infrastructure Partners
BIP
$18B
$693K ﹤0.01%
21,081
+1,075
+5% +$33.8K
UDIV icon
1562
Franklin US Core Dividend Tilt Index ETF
UDIV
$145M
$692K ﹤0.01%
+13,206
New +$663K
IMPP icon
1563
Imperial Petroleum
IMPP
$211M
$690K ﹤0.01%
+160,000
New +$563K
DOC icon
1564
Healthpeak Properties
DOC
$14.5B
$686K ﹤0.01%
35,807
+5,319
+17% +$95.4K
FLR icon
1565
Fluor
FLR
$6.81B
$686K ﹤0.01%
16,299
+4,593
+39% +$211K
BMNR
1566
BitMine Immersion Technologies
BMNR
$11.1B
$685K ﹤0.01%
+13,708
New +$695K
EWJ icon
1567
iShares MSCI Japan ETF
EWJ
$22.5B
$685K ﹤0.01%
8,542
+1,190
+16% +$92K
FBIN icon
1568
Fortune Brands Innovations
FBIN
$6B
$685K ﹤0.01%
12,822
+1,285
+11% +$72.5K
SGVT
1569
Schwab Government Money Market ETF
SGVT
$849M
$683K ﹤0.01%
+6,790
New +$681K
CUBE icon
1570
CubeSmart
CUBE
$9.4B
$681K ﹤0.01%
16,739
+7,256
+77% +$296K
FEZ icon
1571
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.51B
$679K ﹤0.01%
10,924
+5,361
+96% +$322K
BBLU icon
1572
EA Bridgeway Blue Chip ETF
BBLU
$457M
$676K ﹤0.01%
44,975
+350
+0.8% +$5.01K
CTRE icon
1573
CareTrust REIT
CTRE
$9.74B
$676K ﹤0.01%
19,482
+6,972
+56% +$229K
CGGO icon
1574
Capital Group Global Growth Equity ETF
CGGO
$11.7B
$675K ﹤0.01%
19,764
+7,959
+67% +$261K
IDU icon
1575
iShares US Utilities ETF
IDU
$1.39B
$673K ﹤0.01%
6,069
+555
+10% +$59.8K
61 62
63
64 65

Similar funds

ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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.