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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 | |
|---|---|---|---|---|---|---|
2001
Lumen
LUMN
$6.26B
| $341K | ﹤0.01% |
55,751
+2,592
| +5% | +$12.4K |
|
2002
ABM Industries
ABM
$2.87B
| $341K | ﹤0.01% |
7,388
-1,085
| -13% | -$51.4K |
|
2003
Nutrien
NTR
$32.1B
| $340K | ﹤0.01% |
5,792
+375
| +7% | +$21.9K |
|
2004
GXO Logistics
GXO
$5.48B
| $340K | ﹤0.01% |
6,425
+750
| +13% | +$38.6K |
|
2005
Casella Waste Systems
CWST
$5.73B
| $339K | ﹤0.01% |
3,578
+1,844
| +106% | +$186K |
|
2006
Cable One
CABO
$246M
| $339K | ﹤0.01% |
+1,914
| New | +$288K |
|
2007
Flutter Entertainment
FLUT
$16.1B
| $338K | ﹤0.01% |
1,329
+299
| +29% | +$87.5K |
|
2008
AES
AES
$10.5B
| $337K | ﹤0.01% |
25,638
+3,340
| +15% | +$43.4K |
|
2009
Arcosa
ACA
$7.14B
| $337K | ﹤0.01% |
3,598
-1,458
| -29% | -$136K |
|
2010
Construction Partners
ROAD
$5.94B
| $337K | ﹤0.01% |
2,655
-345
| -12% | -$39.4K |
|
2011
FMC
FMC
$1.35B
| $337K | ﹤0.01% |
10,025
-3,982
| -28% | -$155K |
|
2012
Perdoceo Education
PRDO
$2.07B
| $336K | ﹤0.01% |
+8,926
| New | +$286K |
|
|
PDM
2013
Piedmont Realty Trust
PDM
$1.21B
| $336K | ﹤0.01% |
37,309
+7,810
| +26% | +$62.8K |
|
2014
CVB Financial
CVBF
$4.03B
| $335K | ﹤0.01% |
17,737
+178
| +1% | +$3.54K |
|
2015
Blackbaud
BLKB
$2.08B
| $335K | ﹤0.01% |
5,214
-1,691
| -24% | -$111K |
|
|
DSL
2016
DoubleLine Income Solutions Fund
DSL
$1.22B
| $335K | ﹤0.01% |
27,250
+14,897
| +121% | +$183K |
|
2017
United Bankshares
UBSI
$6.72B
| $334K | ﹤0.01% |
8,985
+1,440
| +19% | +$53.7K |
|
2018
Eaton Vance Intermediate Municipal Income ETF
EVIM
$268M
| $334K | ﹤0.01% |
6,366
-6,245
| -50% | -$323K |
|
2019
PBF Energy
PBF
$7.25B
| $331K | ﹤0.01% |
+10,980
| New | +$287K |
|
2020
Heartland Express
HTLD
$972M
| $330K | ﹤0.01% |
39,391
+12,707
| +48% | +$108K |
|
2021
Whirlpool
WHR
$2.93B
| $328K | ﹤0.01% |
+5,656
| New | +$519K |
|
2022
Laureate Education
LAUR
$5.24B
| $328K | ﹤0.01% |
+10,397
| New | +$272K |
|
2023
Cushman & Wakefield Ltd
CWK
$3.29B
| $327K | ﹤0.01% |
20,567
+3,799
| +23% | +$53.5K |
|
2024
Telefônica Brasil
VIV
$19.5B
| $327K | ﹤0.01% |
25,662
-6,090
| -19% | -$73K |
|
2025
Westlake Corp
WLK
$10.1B
| $327K | ﹤0.01% |
4,241
-1,029
| -20% | -$85.7K |
|
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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.