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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
GDOT icon
1801
Green Dot
GDOT
$763M
$461K ﹤0.01%
34,311
+162
+0.5% +$2K
OSCV icon
1802
Opus Small Cap Value ETF
OSCV
$713M
$460K ﹤0.01%
12,025
-2,234
-16% -$83.7K
IGRO icon
1803
iShares International Dividend Growth ETF
IGRO
$1.31B
$459K ﹤0.01%
5,763
-2,677
-32% -$210K
POOL icon
1804
Pool Corp
POOL
$7.37B
$459K ﹤0.01%
1,481
+708
+92% +$222K
ARGX icon
1805
argenx
ARGX
$54.1B
$455K ﹤0.01%
617
-27
-4% -$17.8K
NTCT icon
1806
NETSCOUT
NTCT
$2.98B
$455K ﹤0.01%
+17,606
New +$417K
AGCO icon
1807
AGCO
AGCO
$7.14B
$455K ﹤0.01%
4,246
+1,775
+72% +$196K
VUSB icon
1808
Vanguard Ultra-Short Bond ETF
VUSB
$8.92B
$454K ﹤0.01%
+9,091
New +$453K
FTS icon
1809
Fortis
FTS
$28.5B
$454K ﹤0.01%
8,956
-1,039
-10% -$51.1K
HHH icon
1810
Howard Hughes
HHH
$4.09B
$454K ﹤0.01%
5,527
+909
+20% +$67.3K
QLYS icon
1811
Qualys
QLYS
$6.33B
$454K ﹤0.01%
3,431
+1,236
+56% +$168K
RUN icon
1812
Sunrun
RUN
$2.35B
$453K ﹤0.01%
26,218
-6,819
-21% -$91.3K
HE icon
1813
Hawaiian Electric Industries
HE
$2.16B
$453K ﹤0.01%
+41,044
New +$468K
CCOI icon
1814
Cogent Communications
CCOI
$623M
$452K ﹤0.01%
+11,786
New +$492K
VTWG icon
1815
Vanguard Russell 2000 Growth ETF
VTWG
$1.53B
$452K ﹤0.01%
1,932
-1,153
-37% -$254K
FRDM icon
1816
Freedom 100 Emerging Markets ETF
FRDM
$3.36B
$450K ﹤0.01%
10,164
-1,945
-16% -$81.6K
TIPT icon
1817
Tiptree Inc
TIPT
$665M
$449K ﹤0.01%
23,442
+2,330
+11% +$51.9K
MCY icon
1818
Mercury Insurance
MCY
$5.9B
$449K ﹤0.01%
+5,300
New +$391K
PSK icon
1819
State Street SPDR ICE Preferred Securities ETF
PSK
$686M
$449K ﹤0.01%
13,575
-34,749
-72% -$1.13M
SMIN icon
1820
iShares MSCI India Small-Cap ETF
SMIN
$774M
$449K ﹤0.01%
6,258
-199
-3% -$14.8K
TRMK icon
1821
Trustmark
TRMK
$2.81B
$448K ﹤0.01%
11,303
+3,637
+47% +$142K
QQQX icon
1822
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.48B
$447K ﹤0.01%
16,282
-3,669
-18% -$98.4K
HODL icon
1823
VanEck Bitcoin Trust
HODL
$1.08B
$447K ﹤0.01%
13,808
+34
+0.2% +$1.1K
SPIP icon
1824
State Street SPDR Portfolio TIPS ETF
SPIP
$999M
$447K ﹤0.01%
16,985
-1,642
-9% -$42.9K
GEF icon
1825
Greif
GEF
$5.07B
$447K ﹤0.01%
7,473
+737
+11% +$47.6K
71 72
73
74 75

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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.