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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 | |
|---|---|---|---|---|---|---|
2551
BioCryst Pharmaceuticals
BCRX
$2.29B
| $80.6K | ﹤0.01% |
+10,613
| New | +$88.4K |
|
2552
American Battery Technology Co
ABAT
$316M
| $80.4K | ﹤0.01% |
16,537
-617
| -4% | -$1.61K |
|
|
NHS
2553
Neuberger High Yield Strategies Fund Inc
NHS
$254M
| $79.8K | ﹤0.01% |
+10,647
| New | +$79.8K |
|
2554
BRC Inc
BRCC
$123M
| $79K | ﹤0.01% |
50,598
-1,680
| -3% | -$2.69K |
|
2555
Recursion Pharmaceuticals
RXRX
$1.76B
| $78.5K | ﹤0.01% |
16,085
-12,755
| -44% | -$67K |
|
|
EB
2556
DELISTED
Eventbrite
EB
| $77.9K | ﹤0.01% |
30,919
+4,317
| +16% | +$11.3K |
|
2557
Bioventus
BVS
$909M
| $77.9K | ﹤0.01% |
+11,642
| New | +$80.8K |
|
2558
Transocean
RIG
$5.78B
| $75.4K | ﹤0.01% |
24,175
+4,026
| +20% | +$12.1K |
|
2559
Cytek Biosciences
CTKB
$553M
| $75.4K | ﹤0.01% |
+21,734
| New | +$81.6K |
|
2560
Aldeyra Therapeutics
ALDX
$93.5M
| $75.1K | ﹤0.01% |
+14,385
| New | +$75K |
|
2561
Pangaea Logistics
PANL
$485M
| $73.1K | ﹤0.01% |
+14,398
| New | +$74.5K |
|
2562
Microvision
MVIS
$85.2M
| $72.6K | ﹤0.01% |
3,901
+26
| +0.7% | +$465 |
|
2563
RPC Inc
RES
$1.31B
| $72.4K | ﹤0.01% |
+15,207
| New | +$71.8K |
|
2564
Concrete Pumping Holdings
BBCP
$497M
| $71.1K | ﹤0.01% |
+10,084
| New | +$70.2K |
|
2565
Immuneering
IMRX
$285M
| $70K | ﹤0.01% |
+10,000
| New | +$51.9K |
|
|
CMRC
2566
Commerce.com Inc Series 1
CMRC
$269M
| $69.5K | ﹤0.01% |
+13,918
| New | +$66.9K |
|
2567
Zevia
ZVIA
$124M
| $68.7K | ﹤0.01% |
25,239
-1,011
| -4% | -$2.91K |
|
2568
Relay Therapeutics
RLAY
$4.26B
| $68.1K | ﹤0.01% |
+13,055
| New | +$49.8K |
|
|
FFWM
2569
DELISTED
First Foundation Inc
FFWM
| $67.9K | ﹤0.01% |
+12,183
| New | +$67.2K |
|
|
MCW
2570
DELISTED
Mister Car Wash
MCW
| $67.7K | ﹤0.01% |
+12,701
| New | +$74.9K |
|
2571
8x8 Inc
EGHT
$318M
| $66.9K | ﹤0.01% |
31,572
+21,544
| +215% | +$43.3K |
|
|
DCH
2572
Dauch Corp
DCH
$1.42B
| $66.4K | ﹤0.01% |
+11,047
| New | +$59.1K |
|
2573
Hyliion Holdings
HYLN
$729M
| $66K | ﹤0.01% |
+33,497
| New | +$55.8K |
|
2574
Microvast
MVST
$288M
| $63.9K | ﹤0.01% |
+16,595
| New | +$51.8K |
|
2575
LG Display
LPL
$3.23B
| $62.9K | ﹤0.01% |
+12,056
| New | +$50.1K |
|
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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.