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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
MRSK icon
4826
Toews Agility Shares Managed Risk ETF
MRSK
$322M
$19.5K ﹤0.01%
+505
New +$19K
ARCO icon
4827
Arcos Dorados Holdings
ARCO
$1.69B
$19.5K ﹤0.01%
+2,418
New +$20.9K
NODK icon
4828
NI Holdings
NODK
$313M
$19.5K ﹤0.01%
+1,240
New +$17.3K
PBFS icon
4829
Pioneer Bancorp
PBFS
$418M
$19.4K ﹤0.01%
+1,138
New +$17.3K
HNRG icon
4830
Hallador Energy
HNRG
$752M
$19.4K ﹤0.01%
+1,117
New +$19.2K
LMBS icon
4831
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.4B
$19.4K ﹤0.01%
390
-255,381
-100% -$12.7M
AXIL
4832
AXIL Brands
AXIL
$40.9M
$19.3K ﹤0.01%
+2,886
New +$19.5K
PRME icon
4833
Prime Medicine
PRME
$557M
$19.3K ﹤0.01%
5,232
-7,073
-57% -$23.5K
AAPL icon
4834
CALL
Apple
AAPL
$4.45T
$19.2K ﹤0.01%
+300
New +$85.8K
SPLB icon
4835
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.19B
$19.2K ﹤0.01%
+858
New +$19.1K
BAER icon
4836
Bridger Aerospace
BAER
$73.5M
$19.2K ﹤0.01%
9,981
-9,981
-50% -$19.7K
GSM icon
4837
FerroAtlántica
GSM
$815M
$19.1K ﹤0.01%
+6,017
New +$24.9K
ECOW icon
4838
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$221M
$19K ﹤0.01%
+718
New +$19.7K
WFG icon
4839
West Fraser Timber
WFG
$5.41B
$19K ﹤0.01%
+281
New +$18.3K
BA.PRA
4840
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.18B
$18.9K ﹤0.01%
+281
New +$19.8K
CIG.C icon
4841
CEMIG Ordinary Shares
CIG.C
$8.32B
$18.9K ﹤0.01%
+6,190
New +$20.4K
BRBS icon
4842
Blue Ridge Bankshares
BRBS
$335M
$18.9K ﹤0.01%
+5,341
New +$18.6K
JMIA
4843
Jumia Technologies
JMIA
$784M
$18.8K ﹤0.01%
+2,672
New +$19K
FNWD icon
4844
Finward Bancorp
FNWD
$197M
$18.8K ﹤0.01%
+511
New +$17.1K
TRMD icon
4845
TORM
TRMD
$3.07B
$18.8K ﹤0.01%
+721
New +$21.8K
CGDG icon
4846
Capital Group Dividend Growers ETF
CGDG
$5.61B
$18.8K ﹤0.01%
+500
New +$18.6K
SELF
4847
Global Self Storage
SELF
$59.2M
$18.7K ﹤0.01%
+3,567
New +$18.7K
MTBA icon
4848
Simplify MBS ETF
MTBA
$1.5B
$18.6K ﹤0.01%
+380
New +$18.8K
IQM icon
4849
Franklin Intelligent Machines ETF
IQM
$114M
$18.6K ﹤0.01%
+150
New +$16.6K
IDE
4850
Voya Infrastructure, Industrials and Materials Fund
IDE
$202M
$18.6K ﹤0.01%
+1,345
New +$18.3K

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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.