We are live on ! Find out more
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
SCJ icon
5626
iShares MSCI Japan Small-Cap ETF
SCJ
$265M
$1.58K ﹤0.01%
+15
New +$1.55K
SPCX
5627
CALL
SpaceX
SPCX
$1.86T
$1.57K ﹤0.01%
+500
New +$84.9K
WELD
5628
Tema U.S. Manufacturing & Reshoring ETF
WELD
$295M
$1.57K ﹤0.01%
+25
New +$1.43K
PFFR icon
5629
InfraCap REIT Preferred ETF
PFFR
$121M
$1.57K ﹤0.01%
+90
New +$1.59K
BATT icon
5630
Amplify Lithium & Battery Technology ETF
BATT
$124M
$1.56K ﹤0.01%
+102
New +$1.68K
TCI icon
5631
Transcontinental Realty Investors
TCI
$312M
$1.56K ﹤0.01%
+34
New +$1.29K
SEV
5632
Aptera Motors
SEV
$89.2M
$1.56K ﹤0.01%
+636
New +$1.63K
AIVI icon
5633
WisdomTree International AI Enhanced Value Fund
AIVI
$63.4M
$1.55K ﹤0.01%
+28
New +$1.59K
GPRO icon
5634
GoPro
GPRO
$117M
$1.55K ﹤0.01%
+1,997
New +$2.11K
ASRV icon
5635
AmeriServ Financial
ASRV
$85M
$1.55K ﹤0.01%
+400
New +$1.52K
BRUN
5636
Boost Run Inc
BRUN
$1.39B
$1.55K ﹤0.01%
+40
New +$1.24K
SHIP icon
5637
Seanergy Maritime Holdings
SHIP
$360M
$1.54K ﹤0.01%
+115
New +$1.73K
BIRD icon
5638
Smartbird Inc
BIRD
$31.2M
$1.54K ﹤0.01%
+385
New +$1.98K
CQQQ icon
5639
Invesco China Technology ETF
CQQQ
$3.19B
$1.54K ﹤0.01%
+27
New +$1.4K
GROY icon
5640
Gold Royalty Corp
GROY
$716M
$1.52K ﹤0.01%
+550
New +$1.81K
VRM icon
5641
Vroom Inc
VRM
$54M
$1.52K ﹤0.01%
+197
New +$2.42K
DBGI
5642
Digital Brands Group
DBGI
$8.91M
$1.51K ﹤0.01%
+50
New +$2.35K
RSPR icon
5643
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$100M
$1.49K ﹤0.01%
+41
New +$1.47K
GLXY
5644
CALL
Galaxy Digital Inc
GLXY
$4.07B
$1.49K ﹤0.01%
+600
New +$16.7K
KG
5645
Kestrel Group
KG
$60.5M
$1.47K ﹤0.01%
+163
New +$1.81K
NTSE icon
5646
WisdomTree Emerging Markets Efficient Core Fund
NTSE
$55.9M
$1.46K ﹤0.01%
+30
New +$1.38K
QQQH
5647
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$387M
$1.45K ﹤0.01%
+26
New +$1.42K
AGNG icon
5648
Global X Aging Population ETF
AGNG
$89.8M
$1.44K ﹤0.01%
+40
New +$1.41K
MORT icon
5649
VanEck Mortgage REIT Income ETF
MORT
$376M
$1.43K ﹤0.01%
+138
New +$1.41K
SE icon
5650
CALL
Sea Limited
SE
$75.5B
$1.43K ﹤0.01%
+300
New +$26.4K
224 225
226
227 228

Similar funds

Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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.