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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $80B
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
+15.32%
1 Year Est. Return
+26.12%
3 Year Est. Return
+67.06%
5 Year Est. Return
+69.86%
10 Year Est. Return
–
AUM
$80B
AUM Growth
+$12.5B
Cap. Flow
+$4.61B
Cap. Flow %
5.76%
Top 10 Hldgs %
36.37%
Holding
6,143
New
2,908
Increased
2,019
Reduced
1,106
Closed
40

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$509M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$392M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$363M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$142M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$130M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$195M
2
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$116M
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$82.4M
4
INTC icon
Intel
INTC
+$69.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$54.8M

Sector Composition

Rank Sector Weight
1 Technology 11.19%
2 Financials 3.76%
3 Industrials 2.88%
4 Healthcare 2.54%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XJR icon
3476
iShares ESG Screened S&P Small-Cap ETF
XJR
$191M
$155K ﹤0.01%
+2,945
New +$143K
FLGT icon
3477
Fulgent Genetics
FLGT
$511M
$155K ﹤0.01%
+7,560
New +$128K
RHLD
3478
Resolute Holdings Management
RHLD
$1.1B
$155K ﹤0.01%
+1,072
New +$139K
CRNX icon
3479
Crinetics Pharmaceuticals
CRNX
$8.99B
$155K ﹤0.01%
+4,136
New +$154K
BYND icon
3480
Beyond Meat
BYND
$232M
$155K ﹤0.01%
6,871
+2,298
+50% +$53.5K
EWL icon
3481
iShares MSCI Switzerland ETF
EWL
$2.21B
$154K ﹤0.01%
+2,457
New +$151K
CORZ icon
3482
Core Scientific
CORZ
$6.48B
$154K ﹤0.01%
6,027
-18,176
-75% -$428K
BNTX icon
3483
BioNTech
BNTX
$23.4B
$154K ﹤0.01%
+1,657
New +$156K
CALY
3484
Callaway Golf Company
CALY
$2.94B
$154K ﹤0.01%
+8,201
New +$129K
UMAC icon
3485
Unusual Machines
UMAC
$1.7B
$154K ﹤0.01%
+6,905
New +$128K
DNA icon
3486
Ginkgo Bioworks
DNA
$457M
$154K ﹤0.01%
+15,506
New +$130K
CRCT icon
3487
Cricut
CRCT
$1.21B
$153K ﹤0.01%
34,930
+23,540
+207% +$101K
ILOW
3488
AB International Low Volatility Equity ETF
ILOW
$1.88B
$153K ﹤0.01%
+3,371
New +$151K
HY icon
3489
Hyster-Yale Materials Handling
HY
$618M
$153K ﹤0.01%
+4,369
New +$159K
TARS icon
3490
Tarsus Pharmaceuticals
TARS
$3.04B
$153K ﹤0.01%
+2,431
New +$155K
RDVI icon
3491
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.72B
$152K ﹤0.01%
+5,177
New +$143K
OPTU
3492
Optimum Communications Inc
OPTU
$251M
$152K ﹤0.01%
104,935
+85,958
+453% +$107K
LGN
3493
Legence Corp
LGN
$7.17B
$152K ﹤0.01%
+1,784
New +$145K
TRDA icon
3494
Entrada Therapeutics
TRDA
$290M
$152K ﹤0.01%
+20,653
New +$198K
JSMD icon
3495
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.11B
$152K ﹤0.01%
+1,501
New +$138K
PEY icon
3496
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.18B
$152K ﹤0.01%
+6,536
New +$146K
BOE icon
3497
BlackRock Enhanced Global Dividend Trust
BOE
$692M
$151K ﹤0.01%
+12,530
New +$147K
GTOP
3498
Goldman Sachs Technology Opportunities ETF
GTOP
$735M
$151K ﹤0.01%
+3,041
New +$138K
ONIT
3499
Onity Group
ONIT
$328M
$151K ﹤0.01%
+3,807
New +$150K
LEND
3500
SEI High Yield Bond & Alternative Credit ETF
LEND
$151K ﹤0.01%
+5,996
New +$151K
138 139
140
141 142

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Mercer Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Mercer Global Advisors held 6,143 positions worth $80B, up 18% from $67.6B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Mercer Global Advisors deployed $4.61B of net new capital in Q2 2026, opening 2,908 new positions and adding to 2,019 existing holdings. Its largest new stake was FedEx Freight: 103,902 shares worth $15.7M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.5% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $195M trimmed.

  • Mercer Global Advisors's largest Q2 2026 buy was FedEx Freight: 103,902 shares worth $15.7M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $509M increase.
  • Mercer Global Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $195M.
  • Mercer Global Advisors fully exited Coterra Energy in Q2 2026, selling an estimated $7.45M.
  • Mercer Global Advisors's ten largest holdings make up 36% of its $80B portfolio in Q2 2026.
  • Mercer Global Advisors opened 2,908 new positions and closed 40 in Q2 2026.
  • Mercer Global Advisors's portfolio value rose 18% quarter-over-quarter to $80B.

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