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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $80.9B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
+15.29%
1 Year Est. Return
+26.08%
3 Year Est. Return
+67.01%
5 Year Est. Return
+69.81%
10 Year Est. Return
–
AUM
$80.9B
AUM Growth
+$13.4B
Cap. Flow
+$5.4B
Cap. Flow %
6.67%
Top 10 Hldgs %
36.15%
Holding
3,793
New
566
Increased
2,077
Reduced
950
Closed
140

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$559M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$407M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$366M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$147M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$143M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$190M
2
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$116M
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$81M
4
INTC icon
Intel
INTC
+$69.6M
5
ORKA
Oruka Therapeutics
ORKA
+$39.4M

Sector Composition

Rank Sector Weight
1 Miscellaneous 70.89%
2 Technology 11.16%
3 Financials 3.75%
4 Industrials 2.85%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSI icon
476
Motorola Solutions
MSI
$77.6B
$13.6M 0.02%
32,639
-1,641
-5% -$687K
MPWR icon
477
Monolithic Power Systems
MPWR
$56.1B
$13.5M 0.02%
9,772
-271
-3% -$407K
IRM icon
478
Iron Mountain
IRM
$33.4B
$13.5M 0.02%
106,912
+14,543
+16% +$1.78M
DSI icon
479
iShares MSCI KLD 400 Social ETF
DSI
$5.39B
$13.5M 0.02%
94,728
+27,933
+42% +$3.83M
AVIV icon
480
Avantis International Large Cap Value ETF
AVIV
$2.08B
$13.4M 0.02%
173,160
+62,044
+56% +$4.85M
EPD icon
481
Enterprise Products Partners
EPD
$83.8B
$13.4M 0.02%
363,252
+19,250
+6% +$726K
TFC icon
482
Truist Financial
TFC
$61.6B
$13.3M 0.02%
267,277
+38,821
+17% +$1.91M
VIK icon
483
Viking Holdings
VIK
$38B
$13.3M 0.02%
126,679
+42,996
+51% +$3.72M
DLR icon
484
Digital Realty Trust
DLR
$66.5B
$13.2M 0.02%
73,746
+4,936
+7% +$945K
APD icon
485
Air Products & Chemicals
APD
$64.7B
$13.2M 0.02%
44,983
+5,154
+13% +$1.5M
INCY icon
486
Incyte
INCY
$24.7B
$13.2M 0.02%
116,207
+22,941
+25% +$2.28M
SMLF icon
487
iShares US Small Cap Equity Factor ETF
SMLF
$4.11B
$13.2M 0.02%
147,559
-2,192
-1% -$183K
CCK icon
488
Crown Holdings
CCK
$12.2B
$13M 0.02%
116,602
-1,295
-1% -$131K
HON icon
489
Honeywell
HON
$64.5B
$13M 0.02%
58,158
-57,898
-50% -$12.9M
PRU icon
490
Prudential Financial
PRU
$41.2B
$12.9M 0.02%
119,620
+32,086
+37% +$3.26M
NET icon
491
Cloudflare
NET
$117B
$12.9M 0.02%
52,573
+20,681
+65% +$4.52M
STLD icon
492
Steel Dynamics
STLD
$34.3B
$12.8M 0.02%
55,673
+3,776
+7% +$884K
TPR icon
493
Tapestry
TPR
$23.4B
$12.7M 0.02%
86,949
+7,462
+9% +$1.07M
NTRS icon
494
Northern Trust
NTRS
$32.7B
$12.7M 0.02%
72,801
+2,065
+3% +$340K
CFG icon
495
Citizens Financial Group
CFG
$29.6B
$12.7M 0.02%
180,598
+27,126
+18% +$1.75M
MCHP icon
496
Microchip Technology
MCHP
$38.8B
$12.6M 0.02%
138,630
+9,947
+8% +$887K
CBRE icon
497
CBRE Group
CBRE
$40.6B
$12.6M 0.02%
93,826
+12,999
+16% +$1.79M
CTSH icon
498
Cognizant
CTSH
$28.5B
$12.6M 0.02%
325,413
-53,802
-14% -$2.83M
PB icon
499
Prosperity Bancshares
PB
$8.53B
$12.6M 0.02%
172,461
+91,475
+113% +$6.36M
KMI icon
500
Kinder Morgan
KMI
$68.5B
$12.6M 0.02%
393,468
+28,416
+8% +$916K
18 19
20
21 22

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Mercer Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Mercer Global Advisors held 3,793 positions worth $80.9B, up 20% from $67.6B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Mercer Global Advisors deployed $5.4B of net new capital in Q2 2026, opening 566 new positions and adding to 2,077 existing holdings. Its largest new stake was FedEx Freight: 104,106 shares worth $15.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 72% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $190M trimmed.

  • Mercer Global Advisors's largest Q2 2026 buy was FedEx Freight: 104,106 shares worth $15.7M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $559M increase.
  • Mercer Global Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $190M.
  • Mercer Global Advisors fully exited Oruka Therapeutics in Q2 2026, selling an estimated $39.4M.
  • Mercer Global Advisors's ten largest holdings make up 36% of its $80.9B portfolio in Q2 2026.
  • Mercer Global Advisors opened 566 new positions and closed 140 in Q2 2026.
  • Mercer Global Advisors's portfolio value rose 20% quarter-over-quarter to $80.9B.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.