We are live on ! Find out more
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
LFUS icon
1326
Littelfuse
LFUS
$11.7B
$1.28M ﹤0.01%
5,059
+1,514
+43% +$385K
TMHC
1327
DELISTED
Taylor Morrison
TMHC
$1.28M ﹤0.01%
21,690
+2,002
+10% +$122K
BRBR icon
1328
BellRing Brands
BRBR
$1.47B
$1.28M ﹤0.01%
47,744
+25,140
+111% +$780K
NXT icon
1329
Nextpower Inc
NXT
$15.1B
$1.27M ﹤0.01%
14,601
+1,071
+8% +$97.1K
WY icon
1330
Weyerhaeuser
WY
$18.6B
$1.27M ﹤0.01%
53,590
-10,758
-17% -$249K
SBRA icon
1331
Sabra Healthcare REIT
SBRA
$5.32B
$1.27M ﹤0.01%
66,869
+8,411
+14% +$156K
IYE icon
1332
iShares US Energy ETF
IYE
$1.7B
$1.26M ﹤0.01%
26,605
-2,660
-9% -$126K
QGRO icon
1333
American Century US Quality Growth ETF
QGRO
$2.02B
$1.26M ﹤0.01%
11,004
+8,852
+411% +$1.01M
CRL icon
1334
Charles River Laboratories
CRL
$12.6B
$1.26M ﹤0.01%
6,316
+80
+1% +$14.5K
CHE icon
1335
Chemed
CHE
$7.14B
$1.26M ﹤0.01%
2,939
+673
+30% +$293K
KVUE icon
1336
Kenvue
KVUE
$37.8B
$1.25M ﹤0.01%
72,316
+10,348
+17% +$169K
DPZ icon
1337
Domino's
DPZ
$12.1B
$1.25M ﹤0.01%
2,988
+167
+6% +$69.6K
BHRB icon
1338
Burke & Herbert Financial Services Corp
BHRB
$1.49B
$1.24M ﹤0.01%
19,969
-2,004
-9% -$126K
BSM icon
1339
Black Stone Minerals
BSM
$3.09B
$1.24M ﹤0.01%
93,565
-23
-0% -$311
ARKW icon
1340
ARK Web x.0 ETF
ARKW
$1.73B
$1.24M ﹤0.01%
8,393
+1,973
+31% +$320K
B
1341
Barrick Mining
B
$68.8B
$1.24M ﹤0.01%
28,453
-4,660
-14% -$175K
CRDO icon
1342
Credo Technology Group
CRDO
$41.9B
$1.24M ﹤0.01%
9,010
+2,001
+29% +$308K
MYRG icon
1343
MYR Group
MYRG
$5.2B
$1.24M ﹤0.01%
5,055
+769
+18% +$167K
WDAY icon
1344
Workday
WDAY
$42.1B
$1.23M ﹤0.01%
5,748
-2,974
-34% -$676K
SGOL icon
1345
abrdn Physical Gold Shares ETF
SGOL
$7.25B
$1.23M ﹤0.01%
30,030
+17,247
+135% +$683K
EMHY icon
1346
iShares JPMorgan EM High Yield Bond ETF
EMHY
$627M
$1.23M ﹤0.01%
30,431
-5,698
-16% -$228K
SFGV
1347
Sequoia Global Value ETF
SFGV
$1.19B
$1.22M ﹤0.01%
38,671
-842
-2% -$26.4K
BURL icon
1348
Burlington
BURL
$23.2B
$1.22M ﹤0.01%
4,228
+2,851
+207% +$773K
FBIN icon
1349
Fortune Brands Innovations
FBIN
$6.24B
$1.22M ﹤0.01%
24,402
+11,580
+90% +$581K
DFAW icon
1350
Dimensional World Equity ETF
DFAW
$1.62B
$1.22M ﹤0.01%
16,493
+11,346
+220% +$826K
52 53
54
55 56

Similar funds

ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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.