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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
SPXL icon
1676
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.29B
$581K ﹤0.01%
2,742
+605
+28% +$115K
SLF icon
1677
Sun Life Financial
SLF
$45.6B
$581K ﹤0.01%
9,671
+830
+9% +$49.9K
LMND icon
1678
Lemonade
LMND
$4.01B
$579K ﹤0.01%
10,823
-289
-3% -$14.1K
APG icon
1679
APi Group
APG
$17.8B
$578K ﹤0.01%
16,821
+3,315
+25% +$116K
QYLD icon
1680
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.24B
$578K ﹤0.01%
33,976
+5,953
+21% +$100K
IPGP icon
1681
IPG Photonics
IPGP
$3.69B
$576K ﹤0.01%
7,269
+3,182
+78% +$249K
TRU icon
1682
TransUnion
TRU
$15.2B
$575K ﹤0.01%
6,868
-377
-5% -$34.2K
GFS icon
1683
GlobalFoundries
GFS
$27.6B
$575K ﹤0.01%
+16,050
New +$573K
FDIS icon
1684
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.71B
$574K ﹤0.01%
5,583
+889
+19% +$87.9K
PII icon
1685
Polaris
PII
$3.99B
$573K ﹤0.01%
9,851
+2,249
+30% +$121K
BSCU icon
1686
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.67B
$571K ﹤0.01%
33,772
+12,737
+61% +$214K
GAB icon
1687
Gabelli Equity Trust
GAB
$1.76B
$568K ﹤0.01%
93,234
+28,412
+44% +$171K
MSM icon
1688
MSC Industrial Direct
MSM
$6.92B
$567K ﹤0.01%
6,149
+3,091
+101% +$276K
CBU icon
1689
Community Bank
CBU
$3.44B
$566K ﹤0.01%
9,649
+153
+2% +$8.86K
SOUN icon
1690
SoundHound AI
SOUN
$3.08B
$565K ﹤0.01%
35,136
+6,568
+23% +$87.2K
JD icon
1691
JD.com
JD
$44.3B
$563K ﹤0.01%
16,109
-189
-1% -$6.15K
TFI icon
1692
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.13B
$563K ﹤0.01%
12,351
+1,665
+16% +$74.6K
SPB icon
1693
Spectrum Brands
SPB
$2.03B
$563K ﹤0.01%
+10,710
New +$594K
SU icon
1694
Suncor Energy
SU
$72.4B
$563K ﹤0.01%
13,455
-2,077
-13% -$83.3K
ST icon
1695
Sensata Technologies
ST
$6.74B
$562K ﹤0.01%
+18,401
New +$581K
VLY icon
1696
Valley National Bancorp
VLY
$8B
$562K ﹤0.01%
53,006
+32,745
+162% +$327K
SKYY icon
1697
First Trust Cloud Computing ETF
SKYY
$3.01B
$560K ﹤0.01%
4,170
+701
+20% +$88.2K
FBK icon
1698
FB Financial Corp
FBK
$3.04B
$558K ﹤0.01%
10,016
+2,696
+37% +$137K
RDNT icon
1699
RadNet
RDNT
$5.36B
$558K ﹤0.01%
+7,322
New +$475K
IBHI icon
1700
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$497M
$557K ﹤0.01%
23,372
+9,087
+64% +$215K
66 67
68
69 70

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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.