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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 | |
|---|---|---|---|---|---|---|
1701
Wynn Resorts
WYNN
$10.5B
| $555K | ﹤0.01% |
4,325
+1,782
| +70% | +$206K |
|
|
PINC
1702
DELISTED
Premier
PINC
| $554K | ﹤0.01% |
19,941
-733
| -4% | -$17.7K |
|
1703
Vanguard US Value Factor ETF
VFVA
$906M
| $554K | ﹤0.01% |
4,343
-505
| -10% | -$62.7K |
|
|
FSCO
1704
FS Credit Opportunities Corp
FSCO
$1.01B
| $553K | ﹤0.01% |
80,086
+15,315
| +24% | +$112K |
|
1705
Iris Energy
IREN
$13.6B
| $553K | ﹤0.01% |
+11,788
| New | +$286K |
|
1706
EPAM Systems
EPAM
$4.86B
| $552K | ﹤0.01% |
3,664
+2,373
| +184% | +$390K |
|
|
CWBC
1707
Community West Bancshares
CWBC
$689M
| $552K | ﹤0.01% |
26,497
+4,752
| +22% | +$97.8K |
|
1708
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
| $552K | ﹤0.01% |
11,984
-1,265
| -10% | -$57.6K |
|
1709
Spire
SR
$4.78B
| $551K | ﹤0.01% |
6,757
+3,154
| +88% | +$240K |
|
1710
Dillards
DDS
$9.64B
| $551K | ﹤0.01% |
896
+27
| +3% | +$14K |
|
1711
WisdomTree India Earnings Fund ETF
EPI
$2.05B
| $550K | ﹤0.01% |
12,441
+5,444
| +78% | +$247K |
|
1712
Clearway Energy Class C
CWEN
$5.12B
| $549K | ﹤0.01% |
19,438
-10,989
| -36% | -$333K |
|
1713
Element Solutions
ESI
$9.37B
| $547K | ﹤0.01% |
+21,721
| New | +$541K |
|
1714
Enterprise Financial Services Corp
EFSC
$2.4B
| $544K | ﹤0.01% |
9,390
+742
| +9% | +$43.2K |
|
1715
JPMorgan Equity Focus ETF
JPEF
$2.04B
| $543K | ﹤0.01% |
7,331
+2,572
| +54% | +$185K |
|
1716
Fidelity Enhanced Large Cap Value ETF
FELV
$3.38B
| $542K | ﹤0.01% |
16,177
+538
| +3% | +$17.5K |
|
1717
Pan American Silver
PAAS
$20.2B
| $542K | ﹤0.01% |
14,004
+4,996
| +55% | +$161K |
|
1718
iShares Core MSCI Pacific ETF
IPAC
$2.73B
| $542K | ﹤0.01% |
+7,383
| New | +$525K |
|
1719
Yeti Holdings
YETI
$3.93B
| $542K | ﹤0.01% |
+16,332
| New | +$571K |
|
1720
10x Genomics
TXG
$5.79B
| $542K | ﹤0.01% |
46,328
+22,282
| +93% | +$291K |
|
1721
Criteo S.A. Ordinary Shares
CRTO
$883M
| $541K | ﹤0.01% |
23,960
-3,283
| -12% | -$76.9K |
|
1722
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$688M
| $540K | ﹤0.01% |
8,028
+11
| +0.1% | +$716 |
|
1723
PGIM Ultra Short Bond ETF
PULS
$18.3B
| $540K | ﹤0.01% |
+10,833
| New | +$539K |
|
1724
Graphic Packaging
GPK
$3.51B
| $538K | ﹤0.01% |
27,489
-7,077
| -20% | -$154K |
|
1725
iShares US Transportation ETF
IYT
$2.27B
| $537K | ﹤0.01% |
+7,490
| New | +$528K |
|
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.