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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
IUS icon
3926
Invesco RAFI Strategic US ETF
IUS
$958M
$87.9K ﹤0.01%
+1,341
New +$85.1K
EBMT icon
3927
Eagle Bancorp Montana
EBMT
$187M
$87.9K ﹤0.01%
+3,672
New +$82.4K
ENTA icon
3928
Enanta Pharmaceuticals
ENTA
$383M
$87.9K ﹤0.01%
+6,026
New +$81K
ABNB icon
3929
PUT
Airbnb
ABNB
$110B
$87.8K ﹤0.01%
+24,000
New +$3.27M
SEIQ icon
3930
SEI QiM U.S. Large Cap Quality Active ETF
SEIQ
$703M
$87.6K ﹤0.01%
+2,223
New +$86.4K
GSG icon
3931
iShares S&P GSCI Commodity-Indexed Trust
GSG
$940M
$87.5K ﹤0.01%
+3,060
New +$97.9K
EMD
3932
Western Asset Emerging Markets Debt Fund
EMD
$607M
$87.5K ﹤0.01%
+8,143
New +$86.1K
XRP
3933
Bitwise XRP ETF
XRP
$226M
$87.5K ﹤0.01%
+7,500
New +$110K
FAN icon
3934
First Trust Global Wind Energy ETF
FAN
$285M
$87.1K ﹤0.01%
+3,488
New +$89.7K
GDS icon
3935
GDS Holdings
GDS
$6.89B
$87.1K ﹤0.01%
+2,901
New +$112K
FIVA
3936
Fidelity International Value Factor ETF
FIVA
$607M
$87.1K ﹤0.01%
+2,260
New +$84.5K
PACB icon
3937
Pacific Biosciences
PACB
$357M
$87K ﹤0.01%
51,769
+17,096
+49% +$24.9K
ABUS icon
3938
Arbutus Biopharma
ABUS
$924M
$86.8K ﹤0.01%
18,085
-1,260
-7% -$5.53K
YMAR icon
3939
FT Vest International Equity Moderate Buffer ETF March
YMAR
$164M
$86.8K ﹤0.01%
+3,028
New +$85.7K
HDSN
3940
Hudson Technologies
HDSN
$239M
$86.6K ﹤0.01%
+15,081
New +$85.8K
EYLD icon
3941
Cambria Emerging Shareholder Yield ETF
EYLD
$893M
$86.6K ﹤0.01%
+1,906
New +$86.6K
VYX icon
3942
NCR Voyix
VYX
$1.13B
$86.4K ﹤0.01%
+10,576
New +$74.4K
AIV
3943
Aimco
AIV
$383M
$86.2K ﹤0.01%
29,029
-2,912
-9% -$11.2K
RYTM icon
3944
Rhythm Pharmaceuticals
RYTM
$7.95B
$86K ﹤0.01%
+775
New +$70.1K
ASR icon
3945
Grupo Aeroportuario del Sureste
ASR
$7.94B
$85.9K ﹤0.01%
+280
New +$87.1K
SCCR
3946
Schwab Core Bond ETF
SCCR
$1.53B
$85.7K ﹤0.01%
3,350
-6,782
-67% -$173K
VIA
3947
Via Transportation Inc
VIA
$2.13B
$85.6K ﹤0.01%
+4,721
New +$73.9K
EOLS icon
3948
Evolus
EOLS
$538M
$85.6K ﹤0.01%
+12,336
New +$72.8K
OKLL
3949
Defiance Daily Target 2x Long OKLO ETF
OKLL
$155M
$85.4K ﹤0.01%
+17,400
New +$144K
MATW icon
3950
Matthews International
MATW
$725M
$85.4K ﹤0.01%
+3,172
New +$85.2K
156 157
158
159 160

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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.