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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
+2.43%
1 Year Est. Return
+18.3%
3 Year Est. Return
+51.43%
5 Year Est. Return
+55.53%
10 Year Est. Return
–
AUM
$65.6B
AUM Growth
+$5.69B
Cap. Flow
+$5.07B
Cap. Flow %
7.73%
Top 10 Hldgs %
36.15%
Holding
2,987
New
354
Increased
1,610
Reduced
838
Closed
147

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$304M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$290M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$283M
4
BKNG icon
Booking.com
BKNG
+$210M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$175M

Top Sells

Rank Stock Value
1
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$61M
2
K
Kellanova
K
+$23.5M
3
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$23M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$21.1M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$19.5M

Sector Composition

Rank Sector Weight
1 Technology 10.1%
2 Financials 4.01%
3 Consumer Discretionary 2.64%
4 Communication Services 2.56%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAG icon
1076
Conagra Brands
CAG
$7.14B
$2.12M ﹤0.01%
122,657
-10,875
-8% -$193K
DCO icon
1077
Ducommun
DCO
$2.88B
$2.12M ﹤0.01%
22,301
-417
-2% -$38.8K
PLUG icon
1078
Plug Power
PLUG
$2.92B
$2.12M ﹤0.01%
1,075,065
-3,144
-0.3% -$8.21K
KD icon
1079
Kyndryl
KD
$3.16B
$2.11M ﹤0.01%
79,412
-1,457
-2% -$39.5K
CVNA icon
1080
Carvana
CVNA
$75.8B
$2.11M ﹤0.01%
24,950
+3,085
+14% +$229K
WTRG icon
1081
Essential Utilities
WTRG
$11.1B
$2.11M ﹤0.01%
54,880
+3,845
+8% +$151K
SPHD icon
1082
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.35B
$2.1M ﹤0.01%
43,827
+106
+0.2% +$5.11K
BDYN
1083
iShares Dynamic Equity Active ETF
BDYN
$3.12B
$2.1M ﹤0.01%
82,052
+39,799
+94% +$1.02M
AVSE icon
1084
Avantis Responsible Emerging Markets Equity ETF
AVSE
$218M
$2.1M ﹤0.01%
32,281
+4,902
+18% +$317K
REET icon
1085
iShares Global REIT ETF
REET
$5.12B
$2.1M ﹤0.01%
83,999
-4,974
-6% -$126K
NTNX icon
1086
Nutanix
NTNX
$16.4B
$2.09M ﹤0.01%
40,391
-17,558
-30% -$1.07M
ISTB icon
1087
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
$2.08M ﹤0.01%
42,748
-1,497
-3% -$73.1K
CLX icon
1088
Clorox
CLX
$12.6B
$2.08M ﹤0.01%
20,238
-5,051
-20% -$548K
CPAY icon
1089
Corpay
CPAY
$25.7B
$2.08M ﹤0.01%
6,902
+1,766
+34% +$513K
AR icon
1090
Antero Resources
AR
$10.7B
$2.07M ﹤0.01%
60,111
+15,800
+36% +$535K
IDMO icon
1091
Invesco S&P International Developed Momentum ETF
IDMO
$4.2B
$2.07M ﹤0.01%
37,232
+24,376
+190% +$1.32M
SRPT icon
1092
Sarepta Therapeutics
SRPT
$1.73B
$2.06M ﹤0.01%
95,752
+74,027
+341% +$1.56M
CGMU icon
1093
Capital Group Municipal Income ETF
CGMU
$6.45B
$2.05M ﹤0.01%
74,774
– –
FCPI icon
1094
Fidelity Stocks for Inflation ETF
FCPI
$280M
$2.03M ﹤0.01%
41,000
+20,395
+99% +$1.02M
DUSB icon
1095
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.23B
$2.03M ﹤0.01%
+40,000
New +$2.03M
HBAN icon
1096
Huntington Bancshares
HBAN
$35.6B
$2.01M ﹤0.01%
115,895
+11,994
+12% +$197K
CRBN icon
1097
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$2M ﹤0.01%
8,695
+234
+3% +$53.7K
RHI icon
1098
Robert Half
RHI
$4.13B
$2M ﹤0.01%
73,675
+9,634
+15% +$275K
FHN icon
1099
First Horizon
FHN
$12.4B
$2M ﹤0.01%
83,680
+35,208
+73% +$785K
PPG icon
1100
PPG Industries
PPG
$26.3B
$2M ﹤0.01%
19,493
-1,128
-5% -$113K
42 43
44
45 46

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Mercer Global Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Mercer Global Advisors held 2,987 positions worth $65.6B, up 9.5% from $59.9B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Mercer Global Advisors deployed $5.07B of net new capital in Q4 2025, opening 354 new positions and adding to 1,610 existing holdings. Its largest new stake was Innovator Equity Defined Protection ETF - 2 Yr to July 2027: 756,108 shares worth $22.4M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, up from 9.8% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Morningstar Mid-Cap ETF, an estimated $61M trimmed.

  • Mercer Global Advisors's largest Q4 2025 buy was Innovator Equity Defined Protection ETF - 2 Yr to July 2027: 756,108 shares worth $22.4M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q4 2025, an estimated $304M increase.
  • Mercer Global Advisors's biggest Q4 2025 reduction was Vanguard Morningstar Mid-Cap ETF, cutting an estimated $61M.
  • Mercer Global Advisors fully exited Kellanova in Q4 2025, selling an estimated $23.5M.
  • Mercer Global Advisors's ten largest holdings make up 36% of its $65.6B portfolio in Q4 2025.
  • Mercer Global Advisors opened 354 new positions and closed 147 in Q4 2025.
  • Mercer Global Advisors's portfolio value rose 9.5% quarter-over-quarter to $65.6B.

Based on Mercer Global Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.