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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
JAZZ icon
2026
Jazz Pharmaceuticals
JAZZ
$17B
$327K ﹤0.01%
2,480
-564
-19% -$67.6K
RDY icon
2027
Dr. Reddy's Laboratories
RDY
$10.1B
$326K ﹤0.01%
23,347
-1,824
-7% -$26.2K
AHR icon
2028
American Healthcare REIT
AHR
$10.7B
$326K ﹤0.01%
7,767
-3,584
-32% -$144K
AVDV icon
2029
Avantis International Small Cap Value ETF
AVDV
$19.5B
$326K ﹤0.01%
+3,659
New +$308K
VEON icon
2030
VEON
VEON
$3.78B
$325K ﹤0.01%
+5,970
New +$320K
JHSC icon
2031
John Hancock Multifactor Small Cap ETF
JHSC
$743M
$324K ﹤0.01%
7,736
-1,587
-17% -$64.7K
GIII icon
2032
G-III Apparel Group
GIII
$1.54B
$324K ﹤0.01%
+12,160
New +$308K
PEB icon
2033
Pebblebrook Hotel Trust
PEB
$2.15B
$323K ﹤0.01%
28,376
+3,691
+15% +$39.8K
SNX icon
2034
TD Synnex
SNX
$21B
$322K ﹤0.01%
1,964
+228
+13% +$33.6K
UHT
2035
Universal Health Realty Income Trust
UHT
$589M
$322K ﹤0.01%
+8,211
New +$330K
CTO
2036
CTO Realty Growth
CTO
$817M
$321K ﹤0.01%
19,710
+7,036
+56% +$119K
IMKTA icon
2037
Ingles Markets
IMKTA
$1.67B
$321K ﹤0.01%
4,618
+454
+11% +$30.3K
MEMX icon
2038
Matthews Emerging Markets ex China Active ETF
MEMX
$51.7M
$321K ﹤0.01%
9,208
-14,968
-62% -$502K
AB icon
2039
AllianceBernstein
AB
$3.47B
$321K ﹤0.01%
8,397
+576
+7% +$23.1K
ETHE
2040
Grayscale Ethereum Staking ETF Shares
ETHE
$1.55B
$321K ﹤0.01%
+9,364
New +$303K
LAR
2041
Lithium Argentina AG
LAR
$1.04B
$321K ﹤0.01%
96,068
+4,272
+5% +$12.9K
VECO icon
2042
Veeco
VECO
$3.23B
$320K ﹤0.01%
+10,524
New +$251K
DIOD icon
2043
Diodes
DIOD
$3.93B
$320K ﹤0.01%
6,006
+1,176
+24% +$63K
SCYB icon
2044
Schwab High Yield Bond ETF
SCYB
$2.75B
$320K ﹤0.01%
11,954
-3,934
-25% -$104K
KWR icon
2045
Quaker Houghton
KWR
$2.94B
$319K ﹤0.01%
2,419
+372
+18% +$48.9K
NSI icon
2046
National Security Emerging Markets Index ETF
NSI
$41.4M
$318K ﹤0.01%
9,858
– –
PFGC icon
2047
Performance Food Group
PFGC
$17.6B
$318K ﹤0.01%
3,058
+50
+2% +$5K
FCPT icon
2048
Four Corners Property Trust
FCPT
$2.77B
$318K ﹤0.01%
+13,035
New +$337K
ALTY icon
2049
Global X Alternative Income ETF
ALTY
$45.4M
$317K ﹤0.01%
26,675
– –
UMH
2050
UMH Properties
UMH
$1.29B
$317K ﹤0.01%
+21,319
New +$341K
80 81
82
83 84

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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.