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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

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
JBND icon
4201
JPMorgan Active Bond ETF
JBND
$8.55B
$58.6K ﹤0.01%
+1,096
New +$58.6K
BAB icon
4202
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$58.6K ﹤0.01%
+2,182
New +$58.5K
INMD icon
4203
InMode
INMD
$872M
$58.5K ﹤0.01%
+4,000
New +$55.8K
OIH icon
4204
VanEck Oil Services ETF
OIH
$2B
$58.4K ﹤0.01%
+157
New +$65.8K
SELV icon
4205
SEI QiM U.S. Large Cap Low Volatility Active ETF
SELV
$261M
$58.4K ﹤0.01%
+1,787
New +$58.3K
RZLV
4206
Rezolve AI
RZLV
$1.06B
$58.3K ﹤0.01%
18,504
-4,921
-21% -$13K
WTAI icon
4207
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$692M
$58.3K ﹤0.01%
+1,228
New +$48.5K
NNE
4208
Nano Nuclear Energy
NNE
$1.06B
$58.1K ﹤0.01%
+2,748
New +$67.7K
ANGL icon
4209
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$58.1K ﹤0.01%
1,986
-12,557
-86% -$366K
FJP icon
4210
First Trust Japan AlphaDEX Fund
FJP
$264M
$58K ﹤0.01%
+760
New +$57.9K
DFJ icon
4211
WisdomTree Japan SmallCap Dividend Fund
DFJ
$408M
$57.9K ﹤0.01%
+550
New +$58.1K
WOOD icon
4212
iShares Global Timber & Forestry ETF
WOOD
$269M
$57.9K ﹤0.01%
+874
New +$59.8K
LAW icon
4213
CS Disco
LAW
$286M
$57.9K ﹤0.01%
15,316
+3,989
+35% +$15.5K
SPUS icon
4214
SP Funds S&P 500 Sharia ETF
SPUS
$3.08B
$57.9K ﹤0.01%
+1,006
New +$55.4K
NGS icon
4215
Natural Gas Services Group
NGS
$490M
$57.6K ﹤0.01%
+1,336
New +$54.3K
ENLT icon
4216
Enlight Renewable Energy
ENLT
$11.9B
$57.6K ﹤0.01%
+647
New +$57K
SPRY icon
4217
ARS Pharmaceuticals
SPRY
$561M
$57.6K ﹤0.01%
+7,190
New +$61.8K
MYCF
4218
State Street My2026 Corporate Bond ETF
MYCF
$47.6M
$57.5K ﹤0.01%
+2,294
New +$57.4K
RCUS icon
4219
Arcus Biosciences
RCUS
$3.75B
$57.5K ﹤0.01%
+1,865
New +$46.1K
PBP icon
4220
Invesco S&P 500 BuyWrite ETF
PBP
$362M
$57.3K ﹤0.01%
+2,501
New +$56.6K
OZ icon
4221
Belpointe PREP
OZ
$192M
$57.1K ﹤0.01%
+1,260
New +$62.1K
CGON icon
4222
CG Oncology
CGON
$6.65B
$56.9K ﹤0.01%
+801
New +$52.4K
MPAA icon
4223
Motorcar Parts of America
MPAA
$236M
$56.9K ﹤0.01%
+3,711
New +$44.9K
CLMB icon
4224
Climb Global Solutions
CLMB
$532M
$56.8K ﹤0.01%
+2,448
New +$52.5K
BLFS icon
4225
BioLife Solutions
BLFS
$1.72B
$56.8K ﹤0.01%
+2,011
New +$47K

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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.