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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $80.9B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
+15.29%
1 Year Est. Return
+26.08%
3 Year Est. Return
+67.01%
5 Year Est. Return
+69.81%
10 Year Est. Return
–
AUM
$80.9B
AUM Growth
+$13.4B
Cap. Flow
+$5.4B
Cap. Flow %
6.67%
Top 10 Hldgs %
36.15%
Holding
3,793
New
566
Increased
2,077
Reduced
950
Closed
140

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$559M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$407M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$366M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$147M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$143M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$190M
2
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$116M
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$81M
4
INTC icon
Intel
INTC
+$69.6M
5
ORKA
Oruka Therapeutics
ORKA
+$39.4M

Sector Composition

Rank Sector Weight
1 Miscellaneous 70.89%
2 Technology 11.16%
3 Financials 3.75%
4 Industrials 2.85%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SIG icon
2851
Signet Jewelers
SIG
$3.95B
$289K ﹤0.01%
3,358
+798
+31% +$69K
SBS icon
2852
Sabesp
SBS
$18.5B
$289K ﹤0.01%
50,052
-988
-2% -$5.98K
UFOX
2853
Defiance Space and Connective Tech ETF
UFOX
$862M
$289K ﹤0.01%
+3,042
New +$270K
ACCO icon
2854
Acco Brands
ACCO
$393M
$288K ﹤0.01%
69,309
+36,953
+114% +$136K
WVE icon
2855
Wave Life Sciences
WVE
$887M
$288K ﹤0.01%
49,531
+36,905
+292% +$245K
ESLT icon
2856
Elbit Systems
ESLT
$34.7B
$288K ﹤0.01%
379
-364
-49% -$303K
AMCX icon
2857
AMC Global Media
AMCX
$501M
$288K ﹤0.01%
28,817
+12,057
+72% +$107K
ANGO icon
2858
AngioDynamics
ANGO
$650M
$287K ﹤0.01%
+22,094
New +$251K
FMS icon
2859
Fresenius Medical Care
FMS
$12.3B
$287K ﹤0.01%
12,711
-2,815
-18% -$63.2K
COPX icon
2860
Global X Copper Miners ETF NEW
COPX
$7.58B
$287K ﹤0.01%
+3,734
New +$311K
AKR icon
2861
Acadia Realty Trust
AKR
$2.71B
$287K ﹤0.01%
13,742
+22
+0.2% +$471
BSCU icon
2862
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.76B
$287K ﹤0.01%
17,251
-3,689
-18% -$61.6K
LOCO icon
2863
El Pollo Loco
LOCO
$440M
$287K ﹤0.01%
16,899
+5,763
+52% +$82.5K
NUVB icon
2864
Nuvation Bio
NUVB
$2.02B
$287K ﹤0.01%
50,459
+13,390
+36% +$65.4K
XPER icon
2865
Xperi
XPER
$272M
$286K ﹤0.01%
34,795
+12,450
+56% +$90.1K
CCC
2866
CCC Intelligent Solutions
CCC
$3.8B
$286K ﹤0.01%
55,474
-132,776
-71% -$657K
HWKN icon
2867
Hawkins
HWKN
$2.56B
$286K ﹤0.01%
2,013
+283
+16% +$44.7K
OPEN icon
2868
Opendoor
OPEN
$2.54B
$286K ﹤0.01%
61,841
+45,986
+290% +$220K
WMG icon
2869
Warner Music
WMG
$15.1B
$285K ﹤0.01%
10,532
-8,464
-45% -$252K
IIIN icon
2870
Insteel Industries
IIIN
$595M
$285K ﹤0.01%
+9,436
New +$270K
LPL icon
2871
LG Display
LPL
$3.04B
$285K ﹤0.01%
73,255
+60,029
+454% +$276K
RUSHB icon
2872
Rush Enterprises Class B
RUSHB
$6.3B
$285K ﹤0.01%
+5,584
New +$259K
PRCT icon
2873
Procept Biorobotics
PRCT
$1.14B
$284K ﹤0.01%
+12,593
New +$315K
AOM icon
2874
iShares Core Moderate Allocation ETF
AOM
$1.78B
$284K ﹤0.01%
+5,699
New +$280K
IBAT icon
2875
iShares Energy Storage & Materials ETF
IBAT
$68.1M
$284K ﹤0.01%
+6,300
New +$269K
113 114
115
116 117

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Mercer Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Mercer Global Advisors held 3,793 positions worth $80.9B, up 20% from $67.6B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Mercer Global Advisors deployed $5.4B of net new capital in Q2 2026, opening 566 new positions and adding to 2,077 existing holdings. Its largest new stake was FedEx Freight: 104,106 shares worth $15.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 72% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $190M trimmed.

  • Mercer Global Advisors's largest Q2 2026 buy was FedEx Freight: 104,106 shares worth $15.7M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $559M increase.
  • Mercer Global Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $190M.
  • Mercer Global Advisors fully exited Oruka Therapeutics in Q2 2026, selling an estimated $39.4M.
  • Mercer Global Advisors's ten largest holdings make up 36% of its $80.9B portfolio in Q2 2026.
  • Mercer Global Advisors opened 566 new positions and closed 140 in Q2 2026.
  • Mercer Global Advisors's portfolio value rose 20% quarter-over-quarter to $80.9B.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.