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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
ITRI icon
2101
Itron
ITRI
$4.62B
$292K ﹤0.01%
2,346
-1,332
-36% -$169K
GIB icon
2102
CGI
GIB
$15B
$292K ﹤0.01%
3,278
-1,161
-26% -$112K
FV icon
2103
First Trust Dorsey Wright Focus 5 ETF
FV
$3.73B
$292K ﹤0.01%
+4,713
New +$287K
PRLB icon
2104
Protolabs
PRLB
$2.16B
$291K ﹤0.01%
+5,826
New +$267K
CLSK icon
2105
CleanSpark
CLSK
$3.46B
$291K ﹤0.01%
+20,096
New +$227K
UMBF icon
2106
UMB Financial
UMBF
$11.2B
$291K ﹤0.01%
+2,461
New +$284K
SYNA icon
2107
Synaptics
SYNA
$3.91B
$291K ﹤0.01%
4,260
+783
+23% +$53.3K
SAFE
2108
Safehold
SAFE
$1.15B
$291K ﹤0.01%
18,793
+8,748
+87% +$135K
RAAX icon
2109
VanEck Inflation Allocation ETF
RAAX
$1.16B
$291K ﹤0.01%
8,446
-72
-0.8% -$2.35K
KURA icon
2110
Kura Oncology
KURA
$817M
$291K ﹤0.01%
+32,883
New +$234K
MARA icon
2111
Marathon Digital Holdings
MARA
$4.29B
$291K ﹤0.01%
15,915
+4,584
+40% +$77.3K
VBTX
2112
DELISTED
Veritex Holdings
VBTX
$290K ﹤0.01%
+8,649
New +$279K
AU icon
2113
AngloGold Ashanti
AU
$44.8B
$290K ﹤0.01%
4,118
-27,916
-87% -$1.56M
IGLB icon
2114
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.85B
$290K ﹤0.01%
+5,618
New +$283K
LCID icon
2115
Lucid Motors
LCID
$2.61B
$289K ﹤0.01%
12,160
+1,065
+10% +$24.1K
CMPR icon
2116
Cimpress
CMPR
$2.44B
$288K ﹤0.01%
+4,574
New +$256K
SIVR icon
2117
abrdn Physical Silver Shares ETF
SIVR
$4.31B
$288K ﹤0.01%
6,475
-496
-7% -$18.7K
DGS icon
2118
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.75B
$287K ﹤0.01%
+5,034
New +$285K
SKM icon
2119
SK Telecom
SKM
$13.4B
$287K ﹤0.01%
13,294
-3,330
-20% -$73.8K
FLTB icon
2120
Fidelity Limited Term Bond ETF
FLTB
$415M
$287K ﹤0.01%
5,661
-2,977
-34% -$151K
BG icon
2121
Bunge Global
BG
$20.5B
$287K ﹤0.01%
3,527
-3,098
-47% -$248K
OLLI icon
2122
Ollie's Bargain Outlet
OLLI
$4.74B
$286K ﹤0.01%
+2,231
New +$296K
SHC icon
2123
Sotera Health
SHC
$5.13B
$285K ﹤0.01%
+18,149
New +$255K
FRME icon
2124
First Merchants
FRME
$2.72B
$285K ﹤0.01%
+7,570
New +$302K
BST icon
2125
BlackRock Science and Technology Trust
BST
$1.69B
$285K ﹤0.01%
6,892
-557
-7% -$22K
83 84
85
86 87

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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.