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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
VZLA
5726
Vizsla Silver
VZLA
$1.31B
$990 ﹤0.01%
+300
New +$1.04K
LNSR icon
5727
LENSAR
LNSR
$102M
$982 ﹤0.01%
+172
New +$983
AMPY icon
5728
Amplify Energy
AMPY
$200M
$975 ﹤0.01%
+245
New +$1.26K
COE
5729
51Talk Online Education Group
COE
$124M
$957 ﹤0.01%
+60
New +$1.4K
AGRO icon
5730
Adecoagro
AGRO
$1.31B
$955 ﹤0.01%
+100
New +$1.26K
UP icon
5731
Wheels Up
UP
$187M
$951 ﹤0.01%
+106
New +$810
HYBB icon
5732
iShares BB Rated Corporate Bond ETF
HYBB
$429M
$935 ﹤0.01%
+20
New +$934
SOHU
5733
Sohu.com
SOHU
$364M
$933 ﹤0.01%
+77
New +$1.1K
SJT
5734
San Juan Basin Royalty Trust
SJT
$129M
$931 ﹤0.01%
+290
New +$1.17K
LBTYB icon
5735
Liberty Global Class B
LBTYB
$4.06B
$923 ﹤0.01%
+76
New +$1.11K
BEEP icon
5736
Mobile Infrastructure Corp
BEEP
$100M
$919 ﹤0.01%
+666
New +$1.32K
CBIO
5737
Crescent Biopharma
CBIO
$618M
$900 ﹤0.01%
+50
New +$976
CIX icon
5738
Comp X International
CIX
$390M
$896 ﹤0.01%
+36
New +$870
YMAX icon
5739
YieldMax Universe Fund of Option Income ETFs
YMAX
$395M
$889 ﹤0.01%
+110
New +$909
DWTX
5740
Dogwood Therapeutics
DWTX
$66.6M
$886 ﹤0.01%
+550
New +$911
CD
5741
Chaince Digital Holdings
CD
$377M
$865 ﹤0.01%
+198
New +$1.16K
VWAV
5742
VisionWave Holdings
VWAV
$36.4M
$860 ﹤0.01%
+200
New +$1.13K
IDUB icon
5743
Aptus International Enhanced Yield ETF
IDUB
$518M
$839 ﹤0.01%
+31
New +$839
WHK
5744
WhiteHawk Minerals Corp
WHK
$599M
$835 ﹤0.01%
+30
New +$814
ARBE icon
5745
Arbe Robotics
ARBE
$94.2M
$830 ﹤0.01%
+1,000
New +$863
SLSN
5746
Solesence Inc
SLSN
$71.3M
$826 ﹤0.01%
+1,123
New +$1.39K
MMYT icon
5747
MakeMyTrip
MMYT
$5.71B
$799 ﹤0.01%
+15
New +$683
FBIO icon
5748
Fortress Biotech
FBIO
$99M
$793 ﹤0.01%
+259
New +$668
ESPR
5749
DELISTED
Esperion Therapeutics
ESPR
$790 ﹤0.01%
+250
New +$699
MSFT icon
5750
CALL
Microsoft
MSFT
$3.69T
$788 ﹤0.01%
+100
New +$40.5K
228 229
230
231 232

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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.