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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

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$509M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$392M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$363M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$142M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$130M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$195M
2
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$116M
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$82.4M
4
INTC icon
Intel
INTC
+$69.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$54.8M

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
INKM icon
5551
State Street Income Allocation ETF
INKM
$75.6M
$2.23K ﹤0.01%
+65
New +$2.24K
IAF
5552
abrdn Australia Equity Fund
IAF
$127M
$2.23K ﹤0.01%
+180
New +$2.28K
CLIX icon
5553
ProShares Long Online/Short Stores ETF
CLIX
$6.24M
$2.21K ﹤0.01%
+40
New +$2.3K
MSFX icon
5554
T-Rex 2X Long Microsoft Daily Target ETF
MSFX
$31.8M
$2.2K ﹤0.01%
+150
New +$2.67K
SOLT
5555
2x Solana ETF
SOLT
$115M
$2.19K ﹤0.01%
+68
New +$2.87K
GXPT
5556
Global X PureCap MSCI Information Technology ETF
GXPT
$129M
$2.19K ﹤0.01%
+67
New +$2.06K
PPH icon
5557
VanEck Pharmaceutical ETF
PPH
$991M
$2.19K ﹤0.01%
+20
New +$2.07K
XPH icon
5558
State Street SPDR S&P Pharmaceuticals ETF
XPH
$511M
$2.19K ﹤0.01%
+33
New +$1.93K
IDRV icon
5559
iShares Self-Driving EV and Tech ETF
IDRV
$137M
$2.19K ﹤0.01%
+57
New +$2.39K
MADE
5560
iShares U.S. Manufacturing ETF
MADE
$64.2M
$2.17K ﹤0.01%
+55
New +$2.04K
PSFF icon
5561
Pacer Swan SOS Fund of Funds ETF
PSFF
$599M
$2.16K ﹤0.01%
+63
New +$2.12K
GYLD icon
5562
Arrow Dow Jones Global Yield ETF
GYLD
$38M
$2.14K ﹤0.01%
+150
New +$2.12K
EOD
5563
Allspring Global Dividend Opportunity Fund
EOD
$289M
$2.13K ﹤0.01%
+327
New +$2.09K
SKYE icon
5564
Skye Bioscience
SKYE
$19M
$2.13K ﹤0.01%
+3,065
New +$2.41K
EXOZ
5565
eXoZymes Inc
EXOZ
$55.7M
$2.11K ﹤0.01%
+250
New +$2.36K
ULBI icon
5566
Ultralife
ULBI
$124M
$2.1K ﹤0.01%
+333
New +$2.25K
ACGR
5567
American Century Large Cap Growth ETF
ACGR
$10.7M
$2.07K ﹤0.01%
+30
New +$2.02K
CIA icon
5568
Citizens
CIA
$198M
$2.07K ﹤0.01%
+361
New +$1.96K
HTZWW
5569
Hertz Global Holdings Warrants
HTZWW
$101M
$2.06K ﹤0.01%
+1,891
New +$4.98K
DMRA
5570
Damora Therapeutics, Inc. Ordinary Shares
DMRA
$1.9B
$2.03K ﹤0.01%
+78
New +$1.89K
TGLR icon
5571
Wedbush Laffer Tengler New Era Value ETF
TGLR
$39.5M
$2.02K ﹤0.01%
+50
New +$1.97K
FIGR
5572
CALL
Figure Technology Solutions
FIGR
$7.05B
$2.02K ﹤0.01%
+400
New +$13.4K
ATS icon
5573
ATS Corp
ATS
$1.98B
$2.02K ﹤0.01%
+70
New +$2.15K
CHPT icon
5574
ChargePoint
CHPT
$160M
$2K ﹤0.01%
+339
New +$2.22K
SHYM
5575
iShares Short Duration High Yield Muni Active ETF
SHYM
$817M
$2K ﹤0.01%
+89
New +$1.98K
221 222
223
224 225

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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.