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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
PWB icon
1926
Invesco Large Cap Growth ETF
PWB
$2.4B
$381K ﹤0.01%
3,039
– –
NOV icon
1927
NOV
NOV
$6.95B
$381K ﹤0.01%
28,760
-9,938
-26% -$128K
EHLS
1928
Even Herd Long Short ETF
EHLS
$59.6M
$381K ﹤0.01%
+16,242
New +$365K
MOG.A icon
1929
Moog Inc Class A
MOG.A
$12.9B
$381K ﹤0.01%
+1,833
New +$354K
XHB icon
1930
State Street SPDR S&P Homebuilders ETF
XHB
$1.56B
$381K ﹤0.01%
3,435
-45
-1% -$4.94K
EUFN icon
1931
iShares MSCI Europe Financials ETF
EUFN
$4.27B
$380K ﹤0.01%
11,073
+86
+0.8% +$2.85K
VTWV icon
1932
Vanguard Russell 2000 Value ETF
VTWV
$1.31B
$377K ﹤0.01%
2,420
+22
+0.9% +$3.28K
LZ icon
1933
LegalZoom.com
LZ
$1.39B
$377K ﹤0.01%
36,278
+24,034
+196% +$240K
KBR icon
1934
KBR
KBR
$4.58B
$376K ﹤0.01%
7,955
+3,592
+82% +$174K
INDA icon
1935
iShares MSCI India ETF
INDA
$6.63B
$376K ﹤0.01%
7,226
+343
+5% +$18.3K
FCN icon
1936
FTI Consulting
FCN
$4.23B
$376K ﹤0.01%
+2,325
New +$386K
RLI icon
1937
RLI Corp
RLI
$5.77B
$375K ﹤0.01%
5,749
+2,689
+88% +$182K
AEIS icon
1938
Advanced Energy
AEIS
$13.2B
$374K ﹤0.01%
2,196
+676
+44% +$102K
CHH icon
1939
Choice Hotels
CHH
$5.09B
$374K ﹤0.01%
3,495
+450
+15% +$54.9K
LBRDK icon
1940
Liberty Broadband Class C
LBRDK
$5.16B
$372K ﹤0.01%
5,855
+1,490
+34% +$104K
CNM icon
1941
Core & Main
CNM
$8.71B
$372K ﹤0.01%
6,903
-443
-6% -$26.8K
MSA icon
1942
Mine Safety
MSA
$7.44B
$370K ﹤0.01%
2,151
-294
-12% -$50.8K
DFAW icon
1943
Dimensional World Equity ETF
DFAW
$1.62B
$370K ﹤0.01%
5,147
+1,425
+38% +$99.1K
OUSA icon
1944
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$761M
$370K ﹤0.01%
6,541
-202
-3% -$11.2K
CBZ icon
1945
CBIZ
CBZ
$2.97B
$369K ﹤0.01%
6,966
-230
-3% -$14.8K
NVCR icon
1946
NovoCure
NVCR
$1.87B
$369K ﹤0.01%
28,536
+15,160
+113% +$203K
FSUN
1947
FirstSun Capital Bancorp
FSUN
$1.97B
$369K ﹤0.01%
9,502
+3,143
+49% +$118K
MTX icon
1948
Minerals Technologies
MTX
$2.4B
$368K ﹤0.01%
5,919
+1,042
+21% +$63.6K
OLN icon
1949
Olin
OLN
$2.13B
$367K ﹤0.01%
+14,697
New +$326K
RWX icon
1950
State Street SPDR Dow Jones International Real Estate ETF
RWX
$269M
$367K ﹤0.01%
13,205
-1,125
-8% -$30.9K
76 77
78
79 80

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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.