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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
GCOW icon
1851
Pacer Global Cash Cows Dividend ETF
GCOW
$3.44B
$427K ﹤0.01%
10,778
-88
-0.8% -$3.46K
CDE icon
1852
Coeur Mining
CDE
$16.6B
$427K ﹤0.01%
22,754
+8,524
+60% +$104K
CQP icon
1853
Cheniere Energy
CQP
$32.6B
$427K ﹤0.01%
7,926
-99
-1% -$5.38K
NVG icon
1854
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.67B
$426K ﹤0.01%
34,676
+2,409
+7% +$28.7K
NVST icon
1855
Envista
NVST
$4.54B
$426K ﹤0.01%
20,921
+10,547
+102% +$217K
LNC icon
1856
Lincoln National
LNC
$8.98B
$425K ﹤0.01%
10,529
+2,417
+30% +$93.5K
TWI icon
1857
Titan International
TWI
$472M
$424K ﹤0.01%
56,084
-170
-0.3% -$1.52K
ACT icon
1858
Enact Holdings
ACT
$6.67B
$424K ﹤0.01%
11,057
+241
+2% +$8.94K
MTN icon
1859
Vail Resorts
MTN
$5.32B
$424K ﹤0.01%
2,834
+714
+34% +$111K
TDOC icon
1860
Teladoc Health
TDOC
$1.22B
$423K ﹤0.01%
54,718
-14
-0% -$109
FLRN icon
1861
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.08B
$421K ﹤0.01%
13,654
-9,479
-41% -$292K
CNK icon
1862
Cinemark Holdings
CNK
$4.38B
$421K ﹤0.01%
15,009
-862
-5% -$23.8K
XHR
1863
Xenia Hotels & Resorts
XHR
$1.86B
$420K ﹤0.01%
30,635
+17,261
+129% +$234K
OEC icon
1864
Orion
OEC
$415M
$420K ﹤0.01%
55,405
+4,408
+9% +$44.6K
NUMG icon
1865
Nuveen ESG Mid-Cap Growth ETF
NUMG
$361M
$420K ﹤0.01%
8,619
-2,470
-22% -$120K
MGRC icon
1866
McGrath RentCorp
MGRC
$2.95B
$419K ﹤0.01%
3,576
+1,473
+70% +$178K
EEFT icon
1867
Euronet Worldwide
EEFT
$2.7B
$419K ﹤0.01%
4,777
-8,442
-64% -$809K
GBIL icon
1868
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.57B
$419K ﹤0.01%
4,180
+1,758
+73% +$176K
SRPT icon
1869
Sarepta Therapeutics
SRPT
$1.77B
$419K ﹤0.01%
+21,725
New +$387K
BSCT icon
1870
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.92B
$418K ﹤0.01%
22,207
+2,879
+15% +$54K
CGW icon
1871
Invesco S&P Global Water Index ETF
CGW
$1.08B
$418K ﹤0.01%
6,502
+500
+8% +$31.7K
SITE icon
1872
SiteOne Landscape Supply
SITE
$4.42B
$417K ﹤0.01%
3,241
+1,085
+50% +$147K
INFA
1873
DELISTED
Informatica
INFA
$417K ﹤0.01%
16,783
+1,173
+8% +$28.9K
CEMB icon
1874
iShares JPMorgan EM Corporate Bond ETF
CEMB
$405M
$416K ﹤0.01%
9,000
– –
WSBC icon
1875
WesBanco
WSBC
$4.04B
$414K ﹤0.01%
+12,951
New +$413K
73 74
75
76 77

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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.