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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
TMDX icon
3626
Transmedics
TMDX
$3.07B
$131K ﹤0.01%
+1,972
New +$167K
TPLC icon
3627
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$319M
$131K ﹤0.01%
+2,595
New +$126K
IBMU
3628
iShares iBonds Dec 2032 Term Muni Bond ETF
IBMU
$15.1M
$130K ﹤0.01%
+5,130
New +$130K
PAXS
3629
PIMCO Access Income Fund
PAXS
$671M
$130K ﹤0.01%
+8,963
New +$129K
MPB icon
3630
Mid Penn Bancorp
MPB
$974M
$130K ﹤0.01%
+3,743
New +$124K
JELD icon
3631
JELD-WEN Holding
JELD
$167M
$130K ﹤0.01%
+86,910
New +$134K
WAGN
3632
Pabrai Wagons ETF
WAGN
$266M
$130K ﹤0.01%
+9,473
New +$140K
BKSY icon
3633
BlackSky Technology
BKSY
$1.27B
$130K ﹤0.01%
+4,667
New +$169K
VEON icon
3634
VEON
VEON
$3.93B
$130K ﹤0.01%
2,495
-3,400
-58% -$177K
FWRD icon
3635
Forward Air
FWRD
$640M
$130K ﹤0.01%
+9,638
New +$144K
AVIR icon
3636
Atea Pharmaceuticals
AVIR
$411M
$130K ﹤0.01%
+27,860
New +$139K
MTRX icon
3637
Matrix Service
MTRX
$335M
$129K ﹤0.01%
+9,446
New +$122K
DAN icon
3638
Dana Inc
DAN
$3.26B
$129K ﹤0.01%
+4,737
New +$162K
FEMS icon
3639
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$254M
$129K ﹤0.01%
+2,822
New +$132K
BBUC
3640
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.03B
$129K ﹤0.01%
+4,314
New +$143K
CMRC
3641
Commerce.com Inc Series 1
CMRC
$181M
$129K ﹤0.01%
43,450
+30,044
+224% +$86.1K
RMT
3642
Royce Micro-Cap Trust
RMT
$772M
$129K ﹤0.01%
+8,779
New +$118K
GDYN icon
3643
Grid Dynamics Holdings
GDYN
$629M
$128K ﹤0.01%
22,610
-1,132
-5% -$7K
DBEU icon
3644
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$799M
$128K ﹤0.01%
+2,380
New +$122K
NABL icon
3645
N-able
NABL
$650M
$128K ﹤0.01%
34,930
-4,966
-12% -$20.7K
IRTC icon
3646
iRhythm Holdings
IRTC
$4.17B
$128K ﹤0.01%
+1,077
New +$125K
FVCB icon
3647
FVCBankcorp
FVCB
$338M
$128K ﹤0.01%
+7,318
New +$117K
CCB icon
3648
Coastal Financial
CCB
$802M
$128K ﹤0.01%
+1,651
New +$124K
ENVX icon
3649
Enovix
ENVX
$963M
$128K ﹤0.01%
21,079
+6,960
+49% +$46.1K
CRWG
3650
Leverage Shares 2X Long CRWV Daily ETF
CRWG
$207M
$128K ﹤0.01%
4,000
+2,000
+100% +$84.2K
144 145
146
147 148

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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.