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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
(+22%)
Cap. Flow
+$7.92B
Cap. Flow
% of AUM
13.22%
Top 10 Holdings %
Top 10 Hldgs %
36.76%
Holding
2,762
New
514
Increased
1,374
Reduced
710
Closed
129
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.37B |
| 2 |
NVIDIA
NVDA
|
+$1.02B |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$631M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$490M |
| 5 |
Meta Platforms (Facebook)
META
|
+$320M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$63M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$48.4M |
| 3 |
AbbVie
ABBV
|
+$32.6M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$31.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2326
EverQuote
EVER
$838M
| $218K | ﹤0.01% |
+9,530
| New | +$230K |
|
2327
Univest Financial
UVSP
$1.23B
| $218K | ﹤0.01% |
+7,246
| New | +$223K |
|
2328
Direxion Daily GOOGL Bull 2X ETF
GGLL
$1.08B
| $217K | ﹤0.01% |
+3,435
| New | +$167K |
|
2329
Verra Mobility
VRRM
$840M
| $216K | ﹤0.01% |
+8,759
| New | +$217K |
|
2330
Blackstone Secured Lending
BXSL
$5.43B
| $216K | ﹤0.01% |
8,295
-869
| -9% | -$26.1K |
|
|
PCH
2331
DELISTED
PotlatchDeltic
PCH
| $216K | ﹤0.01% |
+5,304
| New | +$220K |
|
2332
SGHC Ltd
SGHC
$6.71B
| $216K | ﹤0.01% |
16,363
+1,078
| +7% | +$12.7K |
|
|
DLY
2333
DoubleLine Yield Opportunities Fund
DLY
$681M
| $216K | ﹤0.01% |
+14,317
| New | +$221K |
|
2334
Empire State Realty Series ES
ESBA
$1.35B
| $216K | ﹤0.01% |
+29,000
| New | +$216K |
|
2335
Pricesmart
PSMT
$5.81B
| $216K | ﹤0.01% |
+1,779
| New | +$197K |
|
2336
JPMorgan High Yield Municipal ETF
JMHI
$292M
| $215K | ﹤0.01% |
4,266
+33
| +0.8% | +$1.64K |
|
2337
Merit Medical Systems
MMSI
$5.2B
| $215K | ﹤0.01% |
2,588
-387
| -13% | -$33.7K |
|
2338
Avient
AVNT
$3.5B
| $215K | ﹤0.01% |
+6,511
| New | +$226K |
|
2339
iShare MSCI Eurozone ETF
EZU
$9.85B
| $214K | ﹤0.01% |
+3,457
| New | +$207K |
|
2340
Zumiez
ZUMZ
$333M
| $214K | ﹤0.01% |
+10,918
| New | +$180K |
|
2341
Encore Capital Group
ECPG
$1.99B
| $214K | ﹤0.01% |
+5,129
| New | +$211K |
|
2342
Knowles
KN
$3.42B
| $214K | ﹤0.01% |
+9,182
| New | +$188K |
|
2343
Peoples Bancorp
PEBO
$1.5B
| $214K | ﹤0.01% |
+7,136
| New | +$216K |
|
2344
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
| $214K | ﹤0.01% |
8,815
-402
| -4% | -$9.72K |
|
2345
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$766M
| $214K | ﹤0.01% |
+6,706
| New | +$211K |
|
2346
M/I Homes
MHO
$3.84B
| $214K | ﹤0.01% |
+1,479
| New | +$200K |
|
2347
TRI-Continental Corp
TY
$1.91B
| $214K | ﹤0.01% |
+6,280
| New | +$207K |
|
2348
Insteel Industries
IIIN
$631M
| $213K | ﹤0.01% |
+5,555
| New | +$210K |
|
2349
Vipshop
VIPS
$7.49B
| $213K | ﹤0.01% |
10,844
-54
| -0.5% | -$896 |
|
2350
Peoples Financial Services
PFIS
$717M
| $213K | ﹤0.01% |
+4,380
| New | +$224K |
|
Similar funds
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.