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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
CAL icon
3351
Caleres
CAL
$415M
$138K ﹤0.01%
+11,162
New +$145K
BTBT icon
3352
Bit Digital
BTBT
$516M
$138K ﹤0.01%
76,655
+55,061
+255% +$96.9K
AMBP icon
3353
Ardagh Metal Packaging
AMBP
$2.82B
$138K ﹤0.01%
29,099
+1,281
+5% +$5.26K
TKC icon
3354
Turkcell
TKC
$4.29B
$138K ﹤0.01%
23,452
+10,235
+77% +$62.7K
GOOG icon
3355
PUT
Alphabet (Google) Class C
GOOG
$4.15T
$137K ﹤0.01%
+7,400
New +$2.64M
PRTH icon
3356
Priority Technology Holdings
PRTH
$486M
$137K ﹤0.01%
+20,568
New +$119K
HLF icon
3357
Herbalife
HLF
$1.24B
$136K ﹤0.01%
10,356
-6,562
-39% -$90.4K
ACRE
3358
Ares Commercial Real Estate
ACRE
$240M
$136K ﹤0.01%
30,261
+11,986
+66% +$59.1K
VET icon
3359
Vermilion Energy
VET
$1.93B
$136K ﹤0.01%
14,463
+1,300
+10% +$15.5K
EVCM icon
3360
EverCommerce
EVCM
$1.4B
$136K ﹤0.01%
13,470
-1,541
-10% -$16.3K
BMNR
3361
BitMine Immersion Technologies
BMNR
$13.8B
$135K ﹤0.01%
+10,150
New +$196K
BOOM icon
3362
DMC Global
BOOM
$128M
$134K ﹤0.01%
23,021
+4,276
+23% +$27.8K
NVDA icon
3363
CALL
NVIDIA
NVDA
$5.17T
$133K ﹤0.01%
+3,800
New +$781K
ARVN icon
3364
Arvinas
ARVN
$534M
$132K ﹤0.01%
15,935
+3,689
+30% +$34.4K
ELDN icon
3365
Eledon Pharmaceuticals
ELDN
$217M
$132K ﹤0.01%
33,499
+18,357
+121% +$66.8K
GDYN icon
3366
Grid Dynamics Holdings
GDYN
$651M
$132K ﹤0.01%
23,180
-562
-2% -$3.48K
JELD icon
3367
JELD-WEN Holding
JELD
$166M
$130K ﹤0.01%
+86,910
New +$134K
AVIR icon
3368
Atea Pharmaceuticals
AVIR
$413M
$130K ﹤0.01%
+27,860
New +$139K
CMRC
3369
Commerce.com Inc Series 1
CMRC
$284M
$129K ﹤0.01%
43,450
+30,044
+224% +$86.1K
NABL icon
3370
N-able
NABL
$727M
$128K ﹤0.01%
34,930
-4,966
-12% -$20.7K
ENVX icon
3371
Enovix
ENVX
$641M
$128K ﹤0.01%
21,079
+6,960
+49% +$46.1K
ACTG icon
3372
Acacia Research
ACTG
$443M
$128K ﹤0.01%
+27,379
New +$132K
AKBA icon
3373
Akebia Therapeutics
AKBA
$254M
$127K ﹤0.01%
111,756
+100,064
+856% +$119K
SOUN icon
3374
SoundHound AI
SOUN
$2.63B
$127K ﹤0.01%
19,691
+31
+0.2% +$240
BBCP icon
3375
Concrete Pumping Holdings
BBCP
$508M
$126K ﹤0.01%
10,490
+251
+2% +$2.15K
133 134
135
136 137

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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.