We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
2451
Oil States International
OIS
$507M
| $149K | ﹤0.01% |
+24,530
| New | +$135K |
|
2452
Farmers National Banc Corp
FMNB
$947M
| $147K | ﹤0.01% |
+10,212
| New | +$146K |
|
2453
Optical Cable Corp
OCC
$142M
| $146K | ﹤0.01% |
18,000
| – | – |
|
2454
MediaAlpha
MAX
$758M
| $146K | ﹤0.01% |
+12,840
| New | +$142K |
|
2455
Ardmore Shipping
ASC
$690M
| $145K | ﹤0.01% |
+12,201
| New | +$137K |
|
2456
Vanda Pharmaceuticals
VNDA
$321M
| $145K | ﹤0.01% |
+28,993
| New | +$134K |
|
2457
FTAI Infrastructure
FIP
$402M
| $145K | ﹤0.01% |
33,171
+2,979
| +10% | +$16.1K |
|
2458
Tactile Systems Technology
TCMD
$680M
| $144K | ﹤0.01% |
+10,422
| New | +$125K |
|
2459
Medifast
MED
$145M
| $144K | ﹤0.01% |
+10,535
| New | +$147K |
|
2460
Cipher Digital
CIFR
$8.34B
| $144K | ﹤0.01% |
11,409
+678
| +6% | +$5.11K |
|
2461
B&G Foods
BGS
$289M
| $143K | ﹤0.01% |
+32,390
| New | +$142K |
|
2462
Navient
NAVI
$880M
| $143K | ﹤0.01% |
+10,898
| New | +$148K |
|
2463
Array Technologies
ARRY
$924M
| $143K | ﹤0.01% |
17,562
-1,892
| -10% | -$14.3K |
|
|
NFBK
2464
DELISTED
Northfield Bancorp
NFBK
| $143K | ﹤0.01% |
+12,098
| New | +$139K |
|
2465
Marten Transport
MRTN
$1.22B
| $142K | ﹤0.01% |
+13,339
| New | +$162K |
|
2466
Granite Ridge Resources
GRNT
$629M
| $138K | ﹤0.01% |
+25,455
| New | +$139K |
|
2467
Viavi Solutions
VIAV
$9.95B
| $136K | ﹤0.01% |
+10,750
| New | +$118K |
|
|
CLDT
2468
Chatham Lodging
CLDT
$629M
| $136K | ﹤0.01% |
+20,319
| New | +$145K |
|
2469
Methode Electronics
MEI
$536M
| $136K | ﹤0.01% |
+18,003
| New | +$134K |
|
|
NMAX
2470
Newsmax Inc
NMAX
$1.08B
| $135K | ﹤0.01% |
+10,919
| New | +$147K |
|
2471
TETRA Technologies
TTI
$1.28B
| $135K | ﹤0.01% |
+23,547
| New | +$101K |
|
2472
Wipro
WIT
$20.3B
| $134K | ﹤0.01% |
50,956
-20,618
| -29% | -$58K |
|
2473
Pulmonx
LUNG
$87M
| $134K | ﹤0.01% |
82,457
+362
| +0.4% | +$757 |
|
2474
Global Net Lease
GNL
$1.81B
| $133K | ﹤0.01% |
+16,379
| New | +$125K |
|
2475
Core Laboratories
CLB
$515M
| $132K | ﹤0.01% |
+10,699
| New | +$125K |
|
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.