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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
MOH icon
526
Molina Healthcare
MOH
$10.8B
$11.6M 0.01%
50,652
+21,248
+72% +$3.85M
VGLT icon
527
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$11.5M 0.01%
208,753
-137,992
-40% -$7.57M
ELV icon
528
Elevance Health
ELV
$90.6B
$11.5M 0.01%
29,634
+12,010
+68% +$4.45M
EMGF icon
529
iShares Emerging Markets Equity Factor ETF
EMGF
$1.91B
$11.4M 0.01%
156,172
+813
+0.5% +$56.9K
MDLZ icon
530
Mondelez International
MDLZ
$79.3B
$11.4M 0.01%
197,790
+36,397
+23% +$2.19M
JLL icon
531
Jones Lang LaSalle
JLL
$15.7B
$11.4M 0.01%
36,720
+4,458
+14% +$1.39M
RMD icon
532
ResMed
RMD
$33.1B
$11.4M 0.01%
58,273
-6,882
-11% -$1.43M
AYI icon
533
Acuity Brands
AYI
$8.98B
$11.4M 0.01%
30,140
+12,799
+74% +$3.79M
DASH icon
534
DoorDash
DASH
$85.9B
$11.3M 0.01%
61,485
+19,886
+48% +$3.29M
VMRK
535
Vivmark Residential
VMRK
$50.8B
$11.3M 0.01%
166,974
+14,542
+10% +$942K
DFSI
536
Dimensional International Sustainability Core 1 ETF
DFSI
$1.17B
$11.2M 0.01%
248,537
+65,653
+36% +$2.95M
RSG icon
537
Republic Services
RSG
$68.3B
$11.2M 0.01%
52,359
-9,309
-15% -$1.95M
HPQ icon
538
HP
HPQ
$30.5B
$11.1M 0.01%
505,650
+82,274
+19% +$1.82M
DTE icon
539
DTE Energy
DTE
$27.1B
$11.1M 0.01%
72,602
+32,785
+82% +$4.79M
IDGT icon
540
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$509M
$11M 0.01%
91,506
+43,924
+92% +$5.23M
AVLV icon
541
Avantis US Large Cap Value ETF
AVLV
$21.5B
$10.9M 0.01%
120,021
-429
-0.4% -$37.7K
EMB icon
542
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.2B
$10.9M 0.01%
113,442
+7,507
+7% +$719K
BYD icon
543
Boyd Gaming
BYD
$5.53B
$10.9M 0.01%
122,927
+24,058
+24% +$2.05M
ROK icon
544
Rockwell Automation
ROK
$46.3B
$10.9M 0.01%
21,923
+956
+5% +$416K
ILMN icon
545
Illumina
ILMN
$33.6B
$10.8M 0.01%
61,667
+4,864
+9% +$712K
DKNG icon
546
DraftKings
DKNG
$12.2B
$10.8M 0.01%
428,230
+217,394
+103% +$5.36M
AR icon
547
Antero Resources
AR
$11.9B
$10.7M 0.01%
303,849
+58,525
+24% +$2.15M
PAVE icon
548
Global X US Infrastructure Development ETF
PAVE
$13.4B
$10.7M 0.01%
181,068
-138,270
-43% -$7.76M
SSNC icon
549
SS&C Technologies
SSNC
$19.1B
$10.6M 0.01%
171,479
+45,709
+36% +$3.1M
TFLO icon
550
iShares Treasury Floating Rate Bond ETF
TFLO
$6.67B
$10.6M 0.01%
209,744
-38,781
-16% -$1.96M
20 21
22
23 24

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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.