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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
BJ icon
1576
BJs Wholesale Club
BJ
$12.4B
$672K ﹤0.01%
7,210
-4,613
-39% -$472K
JBGS
1577
JBG SMITH
JBGS
$707M
$671K ﹤0.01%
30,172
-7,512
-20% -$155K
IWC icon
1578
iShares Micro-Cap ETF
IWC
$1.5B
$670K ﹤0.01%
4,497
-898
-17% -$125K
HQY icon
1579
HealthEquity
HQY
$8.65B
$669K ﹤0.01%
7,055
+3,842
+120% +$362K
BTC
1580
Grayscale Bitcoin Mini Trust ETF
BTC
$3.41B
$663K ﹤0.01%
13,093
+4,319
+49% +$219K
SONO icon
1581
Sonos
SONO
$1.83B
$663K ﹤0.01%
41,945
-8,756
-17% -$112K
NLR icon
1582
VanEck Uranium + Nuclear Energy ETF
NLR
$4.04B
$662K ﹤0.01%
4,880
+1,726
+55% +$206K
IOT icon
1583
Samsara
IOT
$22.3B
$661K ﹤0.01%
17,749
+781
+5% +$29K
RBRK icon
1584
Rubrik
RBRK
$17.4B
$660K ﹤0.01%
+8,028
New +$690K
KNX icon
1585
Knight Transportation
KNX
$11.3B
$659K ﹤0.01%
16,686
+5,293
+46% +$229K
AIVL icon
1586
WisdomTree US AI Enhanced Value Fund
AIVL
$433M
$659K ﹤0.01%
5,769
-1,010
-15% -$115K
FULT icon
1587
Fulton Financial
FULT
$4.67B
$659K ﹤0.01%
35,376
-13,410
-27% -$254K
ENSG icon
1588
The Ensign Group
ENSG
$10.6B
$659K ﹤0.01%
3,813
+55
+1% +$8.77K
QSR icon
1589
Restaurant Brands International
QSR
$25.3B
$658K ﹤0.01%
10,252
+1,062
+12% +$69.9K
VRNS icon
1590
Varonis Systems
VRNS
$4.87B
$657K ﹤0.01%
11,437
+6,870
+150% +$381K
WPM icon
1591
Wheaton Precious Metals
WPM
$56.9B
$657K ﹤0.01%
5,876
-15,077
-72% -$1.47M
CMA
1592
DELISTED
Comerica
CMA
$655K ﹤0.01%
9,554
+5,149
+117% +$347K
SRLN icon
1593
State Street Blackstone Senior Loan ETF
SRLN
$5.33B
$655K ﹤0.01%
15,743
-8,304
-35% -$345K
KFY icon
1594
Korn Ferry
KFY
$4.2B
$654K ﹤0.01%
9,344
+259
+3% +$18.9K
ANGL icon
1595
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
$653K ﹤0.01%
21,975
+1,141
+5% +$33.4K
SMMU icon
1596
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.15B
$653K ﹤0.01%
12,912
-1,732
-12% -$87.3K
ITB icon
1597
iShares US Home Construction ETF
ITB
$2.28B
$651K ﹤0.01%
6,073
+3,663
+152% +$386K
STNG icon
1598
Scorpio Tankers
STNG
$3.83B
$650K ﹤0.01%
11,596
+5,992
+107% +$295K
ESNT icon
1599
Essent Group
ESNT
$6.04B
$650K ﹤0.01%
10,223
-318
-3% -$19.3K
IQDF icon
1600
FlexShares International Quality Dividend Index Fund
IQDF
$1.16B
$647K ﹤0.01%
+22,678
New +$635K
62 63
64
65 66

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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.