We are live on ! Find out more
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
NI icon
1251
NiSource
NI
$20.6B
$1.28M ﹤0.01%
29,640
+15,576
+111% +$645K
FIVE icon
1252
Five Below
FIVE
$12.4B
$1.28M ﹤0.01%
8,281
+4,156
+101% +$588K
ANF icon
1253
Abercrombie & Fitch
ANF
$4.86B
$1.28M ﹤0.01%
14,951
+4,857
+48% +$453K
PGX icon
1254
Invesco Preferred ETF
PGX
$3.8B
$1.28M ﹤0.01%
110,208
-57,796
-34% -$662K
ALB icon
1255
Albemarle
ALB
$14B
$1.27M ﹤0.01%
15,717
+8,458
+117% +$652K
PECO icon
1256
Phillips Edison & Co
PECO
$5.34B
$1.27M ﹤0.01%
37,109
-1,091
-3% -$37.8K
BKH icon
1257
Black Hills Corp
BKH
$5.46B
$1.27M ﹤0.01%
20,599
+14,676
+248% +$863K
VTRS icon
1258
Viatris
VTRS
$20.6B
$1.26M ﹤0.01%
127,363
+50,370
+65% +$490K
DOW icon
1259
Dow Inc
DOW
$21.4B
$1.26M ﹤0.01%
54,850
-59,194
-52% -$1.47M
INVH icon
1260
Invitation Homes
INVH
$18.1B
$1.26M ﹤0.01%
42,881
+1,001
+2% +$30.9K
CIBR icon
1261
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.2B
$1.25M ﹤0.01%
16,507
+10,570
+178% +$781K
DBX icon
1262
Dropbox
DBX
$8.17B
$1.25M ﹤0.01%
41,454
+1,145
+3% +$32.7K
GTES icon
1263
Gates Industrial Corporation Ltd.
GTES
$7.42B
$1.25M ﹤0.01%
50,448
+9,953
+25% +$247K
ACIC icon
1264
American Coastal Insurance
ACIC
$531M
$1.25M ﹤0.01%
109,876
+56,619
+106% +$616K
FR icon
1265
First Industrial Realty Trust
FR
$8.51B
$1.24M ﹤0.01%
24,181
+7,199
+42% +$362K
RVTY icon
1266
Revvity
RVTY
$12.8B
$1.24M ﹤0.01%
14,176
-525
-4% -$47.7K
DFNM icon
1267
Dimensional National Municipal Bond ETF
DFNM
$2.24B
$1.24M ﹤0.01%
25,817
+1,718
+7% +$81.7K
SWX icon
1268
Southwest Gas
SWX
$6.56B
$1.23M ﹤0.01%
15,709
+1,901
+14% +$148K
BSM icon
1269
Black Stone Minerals
BSM
$3.09B
$1.23M ﹤0.01%
93,588
-4
-0% -$50
SFGV
1270
Sequoia Global Value ETF
SFGV
$1.19B
$1.23M ﹤0.01%
39,513
-6,691
-14% -$203K
ELAN icon
1271
Elanco Animal Health
ELAN
$13.1B
$1.23M ﹤0.01%
60,953
+6,954
+13% +$116K
CRS icon
1272
Carpenter Technology
CRS
$28.3B
$1.22M ﹤0.01%
4,988
+1,994
+67% +$510K
VONV icon
1273
Vanguard Russell 1000 Value ETF
VONV
$21.1B
$1.22M ﹤0.01%
13,693
-5,183
-27% -$453K
PWV icon
1274
Invesco Large Cap Value ETF
PWV
$1.72B
$1.22M ﹤0.01%
18,757
+99
+0.5% +$6.27K
TW icon
1275
Tradeweb Markets
TW
$21.8B
$1.22M ﹤0.01%
10,976
+1,902
+21% +$244K
49 50
51
52 53

Similar funds

ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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.