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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
CRDF icon
4901
Cardiff Oncology
CRDF
$76.3M
$16.6K ﹤0.01%
+12,755
New +$20.3K
JPME icon
4902
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$480M
$16.5K ﹤0.01%
+133
New +$16.1K
CGMM
4903
Capital Group U.S. Small and Mid Cap ETF
CGMM
$3.36B
$16.5K ﹤0.01%
+500
New +$15.7K
SGMT icon
4904
Sagimet Biosciences
SGMT
$575M
$16.4K ﹤0.01%
+2,128
New +$14.5K
BRT
4905
BRT Apartments
BRT
$270M
$16.4K ﹤0.01%
+1,068
New +$15.5K
EVSD
4906
Eaton Vance Short Duration Income ETF
EVSD
$1.37B
$16.4K ﹤0.01%
+322
New +$16.4K
SKE
4907
Skeena Resources
SKE
$4.21B
$16.4K ﹤0.01%
+614
New +$18.4K
SI
4908
Shoulder Innovations Inc
SI
$393M
$16.4K ﹤0.01%
+807
New +$12.4K
MSSM
4909
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$738M
$16.4K ﹤0.01%
+264
New +$15.3K
BARK icon
4910
BARK
BARK
$96.7M
$16.3K ﹤0.01%
1,633
+785
+93% +$7.36K
RSPU icon
4911
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$538M
$16.2K ﹤0.01%
+200
New +$16.1K
FPH icon
4912
Five Point Holdings
FPH
$368M
$16.2K ﹤0.01%
+3,076
New +$15.4K
HAFN icon
4913
Hafnia
HAFN
$3.87B
$16.2K ﹤0.01%
+2,441
New +$19.8K
NNOX icon
4914
Nano X Imaging
NNOX
$72.2M
$16.2K ﹤0.01%
13,967
-4,370
-24% -$8.22K
WIA
4915
Western Asset Inflation-Linked Income Fund
WIA
$187M
$16.2K ﹤0.01%
+1,987
New +$16.1K
LRNZ icon
4916
TrueShares Technology AI & Deep Learning ETF
LRNZ
$42.7M
$16.1K ﹤0.01%
+250
New +$12.9K
ETHO icon
4917
Amplify Etho Climate Leadership US ETF
ETHO
$197M
$16.1K ﹤0.01%
+200
New +$14.9K
CRD.A icon
4918
Crawford & Co Class A
CRD.A
$615M
$16.1K ﹤0.01%
+1,428
New +$15.2K
AMDY icon
4919
YieldMax AMD Option Income Strategy ETF
AMDY
$387M
$16.1K ﹤0.01%
+273
New +$13.2K
SNFCA icon
4920
Security National Financial
SNFCA
$242M
$16K ﹤0.01%
+1,738
New +$15.9K
FETH
4921
Fidelity Ethereum Fund
FETH
$1.01B
$16K ﹤0.01%
+1,017
New +$20.8K
SPE
4922
Special Opportunities Fund
SPE
$146M
$16K ﹤0.01%
+1,185
New +$16.6K
RPT
4923
Rithm Property Trust
RPT
$103M
$15.7K ﹤0.01%
+1,092
New +$15.8K
OPFI icon
4924
OppFi
OPFI
$621M
$15.6K ﹤0.01%
+1,570
New +$13.6K
OGIG icon
4925
ALPS O'Shares Global Internet Giants ETF
OGIG
$114M
$15.6K ﹤0.01%
+350
New +$15.6K

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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.