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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
SMTC icon
1751
Semtech
SMTC
$12.6B
$507K ﹤0.01%
+7,098
New +$385K
LADR
1752
Ladder Capital
LADR
$1.22B
$507K ﹤0.01%
46,443
-24,138
-34% -$272K
TRI icon
1753
Thomson Reuters
TRI
$43.8B
$505K ﹤0.01%
3,203
+32
+1% +$5.97K
FMS icon
1754
Fresenius Medical Care
FMS
$12.8B
$504K ﹤0.01%
19,127
-2,029
-10% -$52.2K
CGGR icon
1755
Capital Group Growth ETF
CGGR
$25B
$497K ﹤0.01%
+11,324
New +$478K
DV icon
1756
DoubleVerify
DV
$1.81B
$496K ﹤0.01%
41,437
+29,423
+245% +$436K
SAFT icon
1757
Safety Insurance
SAFT
$1.52B
$496K ﹤0.01%
7,013
+4,198
+149% +$305K
EXP icon
1758
Eagle Materials
EXP
$6.49B
$495K ﹤0.01%
2,124
+201
+10% +$45.6K
ACIW icon
1759
ACI Worldwide
ACIW
$5.65B
$494K ﹤0.01%
+9,354
New +$442K
WKC icon
1760
World Kinect Corp
WKC
$1.9B
$493K ﹤0.01%
19,014
+2,671
+16% +$72K
SIGI icon
1761
Selective Insurance
SIGI
$5.77B
$491K ﹤0.01%
+6,059
New +$489K
POST icon
1762
Post Holdings
POST
$4.09B
$491K ﹤0.01%
4,570
-910
-17% -$97.6K
FTCS icon
1763
First Trust Capital Strength ETF
FTCS
$7.92B
$491K ﹤0.01%
5,243
+2,107
+67% +$194K
WF icon
1764
Woori Financial
WF
$17.1B
$491K ﹤0.01%
8,738
+155
+2% +$8.45K
LEA icon
1765
Lear
LEA
$7.95B
$491K ﹤0.01%
4,876
+681
+16% +$70.7K
DIVI icon
1766
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.75B
$489K ﹤0.01%
+13,103
New +$477K
VTHR icon
1767
Vanguard Russell 3000 ETF
VTHR
$4.81B
$487K ﹤0.01%
1,656
-797
-32% -$226K
IOSP icon
1768
Innospec
IOSP
$2.24B
$487K ﹤0.01%
+6,309
New +$527K
VIDI icon
1769
Vident International Equity Strategy
VIDI
$443M
$486K ﹤0.01%
+15,156
New +$468K
REXR icon
1770
Rexford Industrial Realty
REXR
$8.15B
$486K ﹤0.01%
11,811
+929
+9% +$36.4K
AZ icon
1771
A2Z Smart Technologies
AZ
$267M
$484K ﹤0.01%
60,638
+5,148
+9% +$48.8K
TCOM icon
1772
Trip.com Group
TCOM
$29.1B
$484K ﹤0.01%
6,441
-896
-12% -$59.9K
RPRX icon
1773
Royalty Pharma
RPRX
$25.4B
$484K ﹤0.01%
13,725
+5,999
+78% +$217K
IVOO icon
1774
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.78B
$480K ﹤0.01%
4,352
-1,558
-26% -$169K
MUR icon
1775
Murphy Oil
MUR
$4.74B
$480K ﹤0.01%
16,895
-1,224
-7% -$30.9K
69 70
71
72 73

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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.