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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
HYT icon
4301
BlackRock Corporate High Yield Fund
HYT
$1.36B
$50.5K ﹤0.01%
+5,902
New +$50.7K
FTCI icon
4302
FTC Solar
FTCI
$38.7M
$50.4K ﹤0.01%
+9,923
New +$45.9K
STOK icon
4303
Stoke Therapeutics
STOK
$2.02B
$50.3K ﹤0.01%
+1,538
New +$49.4K
BKHY icon
4304
BNY Mellon High Yield Beta ETF
BKHY
$161M
$50.2K ﹤0.01%
+1,055
New +$50.2K
BFOR icon
4305
Barron's 400 ETF
BFOR
$239M
$50.2K ﹤0.01%
+2,100
New +$47.1K
PAL
4306
Proficient Auto Logistics
PAL
$154M
$50.2K ﹤0.01%
+7,369
New +$49.3K
JRI icon
4307
Nuveen Real Asset Income & Growth Fund
JRI
$346M
$50.2K ﹤0.01%
+3,870
New +$49.7K
SPYU
4308
MAX S&P 500 4x Leveraged ETN
SPYU
$297M
$49.8K ﹤0.01%
+1,500
New +$46.4K
SBSW icon
4309
Sibanye-Stillwater
SBSW
$7.62B
$49.8K ﹤0.01%
5,862
-4,930
-46% -$57.5K
COSO
4310
CoastalSouth Bancshares
COSO
$332M
$49.7K ﹤0.01%
+1,851
New +$47.8K
EHTH icon
4311
eHealth
EHTH
$39.1M
$49.6K ﹤0.01%
33,289
+8,601
+35% +$14.4K
JEMA icon
4312
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.69B
$49.5K ﹤0.01%
+775
New +$46.7K
FDTX icon
4313
Fidelity Disruptive Technology ETF
FDTX
$301M
$49.5K ﹤0.01%
+855
New +$42.2K
EVMO
4314
Eaton Vance Mortgage Opportunities ETF
EVMO
$861M
$49.5K ﹤0.01%
+990
New +$49.8K
BSMV icon
4315
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$188M
$49.4K ﹤0.01%
+2,352
New +$49.4K
EIM
4316
Eaton Vance Municipal Bond Fund
EIM
$500M
$49.3K ﹤0.01%
+4,952
New +$48.6K
RLJ.PRA icon
4317
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$323M
$49K ﹤0.01%
+2,000
New +$50.1K
GOSS icon
4318
Gossamer Bio
GOSS
$75.4M
$49K ﹤0.01%
297,863
+108,535
+57% +$30.3K
FDG icon
4319
American Century Focused Dynamic Growth ETF
FDG
$429M
$49K ﹤0.01%
+368
New +$48.3K
FIGR
4320
Figure Technology Solutions
FIGR
$6.95B
$48.9K ﹤0.01%
1,592
-7,711
-83% -$258K
CHY
4321
Calamos Convertible and High Income Fund
CHY
$1.09B
$48.9K ﹤0.01%
+3,589
New +$45.3K
RXL icon
4322
ProShares Ultra Health Care
RXL
$89.6M
$48.8K ﹤0.01%
+920
New +$43.1K
DHY
4323
Credit Suisse High Yield Credit Fund
DHY
$239M
$48.8K ﹤0.01%
+27,404
New +$48.9K
IAUM icon
4324
iShares Gold Trust Micro
IAUM
$6.93B
$48.7K ﹤0.01%
+1,217
New +$54.7K
FCOR icon
4325
Fidelity Corporate Bond ETF
FCOR
$352M
$48.6K ﹤0.01%
+1,030
New +$48.7K

Similar funds

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.