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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
VRTS icon
1951
Virtus Investment Partners
VRTS
$1.08B
$367K ﹤0.01%
+1,930
New +$380K
APPN icon
1952
Appian
APPN
$2.2B
$367K ﹤0.01%
+11,993
New +$360K
XSD icon
1953
State Street SPDR S&P Semiconductor ETF
XSD
$2.84B
$366K ﹤0.01%
1,148
-709
-38% -$201K
ICLN icon
1954
iShares Global Clean Energy ETF
ICLN
$2.37B
$366K ﹤0.01%
23,628
-837
-3% -$11.9K
SHO icon
1955
Sunstone Hotel Investors
SHO
$2.18B
$365K ﹤0.01%
38,996
+10,093
+35% +$92.8K
NYF icon
1956
iShares New York Muni Bond ETF
NYF
$1.39B
$365K ﹤0.01%
6,848
-7,913
-54% -$414K
MATX icon
1957
Matsons
MATX
$6.15B
$365K ﹤0.01%
3,697
+449
+14% +$48K
GTLB icon
1958
GitLab
GTLB
$6.11B
$364K ﹤0.01%
8,083
-14,447
-64% -$661K
LOAN
1959
Manhattan Bridge Capital
LOAN
$47.2M
$364K ﹤0.01%
363,572
+81,220
+29% +$442K
OVLH icon
1960
Overlay Shares Hedged Large Cap Equity ETF
OVLH
$121M
$363K ﹤0.01%
9,316
-559
-6% -$21.1K
AGGH icon
1961
Simplify Aggregate Bond ETF
AGGH
$579M
$363K ﹤0.01%
17,520
-7,596
-30% -$156K
BCD icon
1962
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$400M
$362K ﹤0.01%
10,548
– –
LQDH icon
1963
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$531M
$362K ﹤0.01%
3,873
-2,228
-37% -$207K
PAGP icon
1964
Plains GP Holdings
PAGP
$4.96B
$360K ﹤0.01%
19,754
-49,874
-72% -$953K
MLPA icon
1965
Global X MLP ETF
MLPA
$2.26B
$359K ﹤0.01%
7,418
+608
+9% +$30.2K
RARE icon
1966
Ultragenyx Pharmaceutical
RARE
$2.46B
$359K ﹤0.01%
+11,929
New +$358K
BBT
1967
Beacon Financial Corp
BBT
$2.68B
$358K ﹤0.01%
+15,083
New +$387K
QQQJ icon
1968
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.15B
$357K ﹤0.01%
9,985
-3,266
-25% -$111K
CSTM icon
1969
Constellium
CSTM
$4.02B
$357K ﹤0.01%
+24,010
New +$343K
CHT icon
1970
Chunghwa Telecom
CHT
$32.6B
$356K ﹤0.01%
8,158
+728
+10% +$32.3K
CARG icon
1971
CarGurus
CARG
$3.34B
$356K ﹤0.01%
9,551
+2,044
+27% +$69.8K
KALU icon
1972
Kaiser Aluminum
KALU
$2.91B
$355K ﹤0.01%
4,605
-4,690
-50% -$373K
PYLD icon
1973
PIMCO Multi Sector Bond Active ETF
PYLD
$15.1B
$354K ﹤0.01%
13,178
+872
+7% +$23.2K
CFFN icon
1974
Capitol Federal Financial
CFFN
$1.12B
$351K ﹤0.01%
55,319
+40,345
+269% +$252K
MQ icon
1975
Marqeta
MQ
$1.73B
$351K ﹤0.01%
+16,610
New +$394K
77 78
79
80 81

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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.