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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
LOMA
4951
Loma Negra
LOMA
$1.13B
$15K ﹤0.01%
+1,306
New +$14.9K
FFLC icon
4952
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.24B
$14.9K ﹤0.01%
+254
New +$14.5K
MKTW icon
4953
MarketWise
MKTW
$55.5M
$14.9K ﹤0.01%
+837
New +$14.4K
WIX icon
4954
WIX.com
WIX
$3.35B
$14.9K ﹤0.01%
+329
New +$20.3K
BKSE icon
4955
BNY Mellon US Small Cap Core Equity ETF
BKSE
$90.5M
$14.9K ﹤0.01%
+333
New +$13.9K
CFO icon
4956
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$430M
$14.8K ﹤0.01%
+185
New +$14.4K
SLDB icon
4957
Solid Biosciences
SLDB
$974M
$14.7K ﹤0.01%
+1,476
New +$11.2K
MG icon
4958
Mistras Group
MG
$556M
$14.7K ﹤0.01%
+840
New +$14.9K
DRUG
4959
Bright Minds Biosciences
DRUG
$779M
$14.7K ﹤0.01%
+209
New +$16.4K
FDEM icon
4960
Fidelity Emerging Markets Multifactor ETF
FDEM
$591M
$14.7K ﹤0.01%
+403
New +$14.3K
FEMB icon
4961
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$366M
$14.6K ﹤0.01%
+500
New +$14.7K
STUB
4962
StubHub Holdings
STUB
$2.88B
$14.6K ﹤0.01%
+1,135
New +$10K
AVL
4963
Direxion Daily AVGO Bull 2X ETF
AVL
$205M
$14.6K ﹤0.01%
+330
New +$17.6K
PHAT icon
4964
Phathom Pharmaceuticals
PHAT
$743M
$14.5K ﹤0.01%
+1,337
New +$15.3K
WDC icon
4965
CALL
Western Digital
WDC
$168B
$14.5K ﹤0.01%
+200
New +$97.2K
JGH icon
4966
Nuveen Global High Income Fund
JGH
$357M
$14.5K ﹤0.01%
+1,136
New +$14.4K
TEN
4967
Tsakos Energy Navigation Ltd
TEN
$1.23B
$14.4K ﹤0.01%
+408
New +$16.2K
NIXT
4968
Research Affiliates Deletions ETF
NIXT
$42.2M
$14.4K ﹤0.01%
+444
New +$13.6K
TE
4969
T1 Energy
TE
$1.41B
$14.4K ﹤0.01%
+1,515
New +$10.8K
VLT icon
4970
Invesco High Income Trust II
VLT
$65.8M
$14.3K ﹤0.01%
+1,377
New +$14.3K
NFLT icon
4971
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$463M
$14.3K ﹤0.01%
+623
New +$14.3K
VOLT
4972
Tema Electrification ETF
VOLT
$780M
$14.2K ﹤0.01%
+340
New +$13.3K
MVST icon
4973
Microvast
MVST
$341M
$14.2K ﹤0.01%
+12,169
New +$18.8K
CCAP icon
4974
Crescent Capital BDC
CCAP
$408M
$14.2K ﹤0.01%
+1,304
New +$15.9K
OILK icon
4975
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$232M
$14.2K ﹤0.01%
+299
New +$16.4K

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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.