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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
STPZ icon
2076
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$516M
$303K ﹤0.01%
5,601
– –
DXC icon
2077
DXC Technology
DXC
$1.78B
$303K ﹤0.01%
22,227
+5,338
+32% +$75.8K
SLGN icon
2078
Silgan Holdings
SLGN
$4.51B
$303K ﹤0.01%
7,035
-8,672
-55% -$419K
PIZ icon
2079
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$761M
$302K ﹤0.01%
6,345
-628
-9% -$29.1K
XMHQ icon
2080
Invesco S&P MidCap Quality ETF
XMHQ
$5.61B
$302K ﹤0.01%
2,882
-1,388
-33% -$143K
UTL icon
2081
Unitil
UTL
$976M
$302K ﹤0.01%
+6,308
New +$308K
EBND icon
2082
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
$302K ﹤0.01%
14,123
+2,813
+25% +$59.8K
FTRE icon
2083
Fortrea Holdings
FTRE
$1.81B
$301K ﹤0.01%
35,799
+12,069
+51% +$92.4K
AGQ icon
2084
ProShares Ultra Silver
AGQ
$1.29B
$301K ﹤0.01%
+3,950
New +$223K
LIT icon
2085
Global X Lithium & Battery Tech ETF
LIT
$1.57B
$301K ﹤0.01%
+5,293
New +$243K
BOTZ icon
2086
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.48B
$300K ﹤0.01%
8,467
-4,242
-33% -$143K
RODM icon
2087
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.63B
$300K ﹤0.01%
8,438
+980
+13% +$34.2K
UNF icon
2088
Unifirst Corp
UNF
$5.24B
$299K ﹤0.01%
+1,786
New +$310K
GATX icon
2089
GATX Corp
GATX
$6.34B
$298K ﹤0.01%
+1,707
New +$276K
FRPT icon
2090
Freshpet
FRPT
$3.51B
$298K ﹤0.01%
5,405
+1,862
+53% +$115K
IIIV icon
2091
i3 Verticals
IIIV
$439M
$298K ﹤0.01%
+9,172
New +$276K
QGEN icon
2092
Qiagen
QGEN
$8.65B
$298K ﹤0.01%
6,660
-2,151
-24% -$103K
VTS icon
2093
Vitesse Energy
VTS
$665M
$297K ﹤0.01%
12,783
+313
+3% +$7.69K
NWL icon
2094
Newell Brands
NWL
$2.63B
$297K ﹤0.01%
56,585
+15,619
+38% +$88.5K
DRVN icon
2095
Driven Brands
DRVN
$2.41B
$296K ﹤0.01%
+18,366
New +$320K
VVV icon
2096
Valvoline
VVV
$4.72B
$296K ﹤0.01%
8,236
+1,258
+18% +$48K
WFRD icon
2097
Weatherford International
WFRD
$6.27B
$295K ﹤0.01%
4,304
-3,921
-48% -$233K
CALF icon
2098
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.77B
$294K ﹤0.01%
6,723
-1,759
-21% -$74.2K
LTBR icon
2099
Lightbridge
LTBR
$294M
$293K ﹤0.01%
+13,812
New +$208K
KOS icon
2100
Kosmos Energy
KOS
$1.4B
$293K ﹤0.01%
176,328
+3,101
+2% +$5.8K
82 83
84
85 86

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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.