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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
IBHH icon
1651
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$458M
$604K ﹤0.01%
25,323
+13,762
+119% +$326K
CWCO icon
1652
Consolidated Water Co
CWCO
$479M
$604K ﹤0.01%
17,121
+571
+3% +$18.2K
BAB icon
1653
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$604K ﹤0.01%
22,120
-425
-2% -$11.4K
IHE icon
1654
iShares US Pharmaceuticals ETF
IHE
$1.64B
$603K ﹤0.01%
8,311
+4,446
+115% +$307K
GTO icon
1655
Invesco Total Return Bond ETF
GTO
$2.44B
$602K ﹤0.01%
12,668
-28,760
-69% -$1.35M
BNS icon
1656
Scotiabank
BNS
$108B
$600K ﹤0.01%
9,277
+2,004
+28% +$118K
BRC icon
1657
Brady Corp
BRC
$4.63B
$599K ﹤0.01%
7,675
-207
-3% -$15.3K
DEI icon
1658
Douglas Emmett
DEI
$1.93B
$598K ﹤0.01%
38,414
-9,454
-20% -$148K
CPB icon
1659
Campbell Soup
CPB
$6.73B
$594K ﹤0.01%
18,806
+8,832
+89% +$285K
MWA icon
1660
Mueller Water Products
MWA
$4.24B
$594K ﹤0.01%
23,266
-8,777
-27% -$224K
TDC icon
1661
Teradata
TDC
$2.54B
$593K ﹤0.01%
27,560
+12,559
+84% +$270K
QCRH icon
1662
QCR Holdings
QCRH
$1.71B
$593K ﹤0.01%
7,837
+2,161
+38% +$163K
MP icon
1663
MP Materials
MP
$8.45B
$592K ﹤0.01%
8,833
+2,726
+45% +$171K
ETO
1664
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$515M
$592K ﹤0.01%
+21,496
New +$589K
SKT icon
1665
Tanger
SKT
$4.52B
$592K ﹤0.01%
17,496
+346
+2% +$11.3K
SHE icon
1666
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$334M
$592K ﹤0.01%
4,645
+1,650
+55% +$207K
CNQ icon
1667
Canadian Natural Resources
CNQ
$94.8B
$591K ﹤0.01%
18,503
+270
+1% +$8.46K
PIPR icon
1668
Piper Sandler
PIPR
$5.02B
$590K ﹤0.01%
6,804
+1,440
+27% +$117K
SFM icon
1669
Sprouts Farmers Market
SFM
$8.13B
$590K ﹤0.01%
5,424
-817
-13% -$119K
FDM icon
1670
First Trust Dow Jones Select MicroCap Index Fund
FDM
$270M
$589K ﹤0.01%
7,781
-294
-4% -$21.7K
IYC icon
1671
iShares US Consumer Discretionary ETF
IYC
$1.21B
$589K ﹤0.01%
5,622
+2,872
+104% +$294K
SPXC icon
1672
SPX Corp
SPXC
$10.7B
$589K ﹤0.01%
3,151
+916
+41% +$169K
ABCB icon
1673
Ameris Bancorp
ABCB
$5.92B
$588K ﹤0.01%
8,023
+2,424
+43% +$171K
UPWK icon
1674
Upwork
UPWK
$1.16B
$586K ﹤0.01%
+31,550
New +$470K
FFBC icon
1675
First Financial Bancorp
FFBC
$3.55B
$586K ﹤0.01%
23,189
+290
+1% +$7.35K
65 66
67
68 69

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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.