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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
DYNF icon
2226
BlackRock US Equity Factor Rotation ETF
DYNF
$39.7B
$248K ﹤0.01%
4,195
-2,819
-40% -$160K
ASX icon
2227
ASE Group
ASX
$80.9B
$248K ﹤0.01%
22,388
+3,209
+17% +$33.6K
DHIL
2228
DELISTED
Diamond Hill
DHIL
$248K ﹤0.01%
+1,772
New +$259K
DLX icon
2229
Deluxe
DLX
$1.22B
$247K ﹤0.01%
+12,772
New +$233K
THFF icon
2230
First Financial Corp
THFF
$979M
$246K ﹤0.01%
+4,367
New +$247K
TFSL icon
2231
TFS Financial
TFSL
$5.14B
$246K ﹤0.01%
18,683
+1,561
+9% +$20.6K
QGRO icon
2232
American Century US Quality Growth ETF
QGRO
$2.02B
$246K ﹤0.01%
2,152
+40
+2% +$4.43K
WTM icon
2233
White Mountains Insurance
WTM
$5.23B
$246K ﹤0.01%
147
+29
+25% +$51.7K
HG icon
2234
Hamilton Insurance Group
HG
$3.5B
$245K ﹤0.01%
+9,897
New +$226K
SSTI icon
2235
SoundThinking
SSTI
$102M
$245K ﹤0.01%
20,336
+1,759
+9% +$21.8K
JFR icon
2236
Nuveen Floating Rate Income Fund
JFR
$1.24B
$245K ﹤0.01%
29,981
-64,299
-68% -$541K
IONS icon
2237
Ionis Pharmaceuticals
IONS
$9.01B
$245K ﹤0.01%
+3,747
New +$183K
FNDB icon
2238
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.45B
$245K ﹤0.01%
9,516
+640
+7% +$15.9K
BIDD
2239
iShares International Dividend Active ETF
BIDD
$417M
$244K ﹤0.01%
8,722
-38
-0.4% -$1.03K
BATRA icon
2240
Atlanta Braves Holdings Series A
BATRA
$3.39B
$243K ﹤0.01%
+5,338
New +$252K
CSR
2241
Centerspace
CSR
$956M
$243K ﹤0.01%
+4,118
New +$238K
MYI icon
2242
BlackRock MuniYield Quality Fund III
MYI
$717M
$242K ﹤0.01%
21,886
+500
+2% +$5.3K
PTLC icon
2243
Pacer Trendpilot US Large Cap ETF
PTLC
$3.36B
$242K ﹤0.01%
4,421
-2,129
-33% -$112K
GH icon
2244
Guardant Health
GH
$21.9B
$242K ﹤0.01%
+3,867
New +$210K
CIM
2245
Chimera Investment
CIM
$991M
$242K ﹤0.01%
+18,269
New +$254K
LXP icon
2246
LXP Industrial Trust
LXP
$3.58B
$241K ﹤0.01%
5,388
+2,449
+83% +$105K
SLQD icon
2247
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$241K ﹤0.01%
4,749
-3
-0.1% -$152
TNC icon
2248
Tennant Co
TNC
$1.49B
$241K ﹤0.01%
+2,975
New +$243K
REZI icon
2249
Resideo Technologies
REZI
$3.97B
$241K ﹤0.01%
+5,584
New +$174K
FLBR icon
2250
Franklin FTSE Brazil ETF
FLBR
$553M
$241K ﹤0.01%
12,646
+146
+1% +$2.6K
88 89
90
91 92

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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.