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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
BSCX icon
2376
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.03B
$205K ﹤0.01%
+9,541
New +$203K
LCII icon
2377
LCI Industries
LCII
$2.52B
$204K ﹤0.01%
+2,195
New +$219K
PDBC icon
2378
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.18B
$204K ﹤0.01%
15,218
-1,622
-10% -$21.5K
CWVX
2379
Tradr 2X Long CRWV Daily ETF
CWVX
$108M
$204K ﹤0.01%
+2,000
New +$162K
HBNC icon
2380
Horizon Bancorp
HBNC
$1.06B
$204K ﹤0.01%
+12,738
New +$204K
INTF icon
2381
iShares International Equity Factor ETF
INTF
$3.67B
$204K ﹤0.01%
+5,672
New +$199K
HTO
2382
H2O America
HTO
$2.56B
$203K ﹤0.01%
+4,174
New +$208K
ARDX icon
2383
Ardelyx
ARDX
$1.24B
$203K ﹤0.01%
36,790
+22,827
+163% +$124K
ASPI icon
2384
ASP Isotopes
ASPI
$540M
$203K ﹤0.01%
21,056
+1,622
+8% +$15K
BAUG icon
2385
Innovator US Equity Buffer ETF August
BAUG
$199M
$203K ﹤0.01%
+4,134
New +$197K
SIG icon
2386
Signet Jewelers
SIG
$3.69B
$202K ﹤0.01%
+2,103
New +$180K
JSCP icon
2387
JPMorgan Short Duration Core Plus ETF
JSCP
$1.71B
$202K ﹤0.01%
4,234
– –
LEU icon
2388
Centrus Energy
LEU
$3.63B
$202K ﹤0.01%
650
-19,603
-97% -$4.34M
DFLV icon
2389
Dimensional US Large Cap Value ETF
DFLV
$6.88B
$202K ﹤0.01%
+6,126
New +$196K
SCS
2390
DELISTED
Steelcase
SCS
$201K ﹤0.01%
11,696
-3,001
-20% -$43.3K
FNX icon
2391
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.41B
$201K ﹤0.01%
+1,599
New +$193K
GEO icon
2392
The GEO Group
GEO
$4.18B
$200K ﹤0.01%
9,774
-171
-2% -$3.91K
AXGN icon
2393
Axogen
AXGN
$2.47B
$200K ﹤0.01%
11,193
+1,173
+12% +$17K
SWBI icon
2394
Smith & Wesson
SWBI
$660M
$196K ﹤0.01%
+19,958
New +$170K
DGICA icon
2395
Donegal Group Class A
DGICA
$721M
$195K ﹤0.01%
+10,069
New +$184K
BDN
2396
Brandywine Realty Trust
BDN
$546M
$194K ﹤0.01%
46,429
+2,456
+6% +$10.3K
ACCO icon
2397
Acco Brands
ACCO
$403M
$193K ﹤0.01%
+48,389
New +$188K
SVV icon
2398
Savers
SVV
$1.64B
$192K ﹤0.01%
+14,515
New +$167K
RGNX icon
2399
Regenxbio
RGNX
$659M
$192K ﹤0.01%
+19,916
New +$176K
EFC
2400
Ellington Financial
EFC
$1.67B
$192K ﹤0.01%
+14,780
New +$197K
94 95
96
97 98

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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.