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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
WATT icon
5851
Energous
WATT
$82M
$334 ﹤0.01%
+14
New +$350
ALTO icon
5852
Alto Ingredients
ALTO
$326M
$331 ﹤0.01%
+58
New +$296
NXL icon
5853
Nexalin Technology
NXL
$7.71M
$330 ﹤0.01%
+1,000
New +$411
CGMS icon
5854
Capital Group US Multi-Sector Income ETF
CGMS
$5.42B
$329 ﹤0.01%
+12
New +$330
YBIT
5855
YieldMax Bitcoin Option Income Strategy ETF
YBIT
$47M
$327 ﹤0.01%
+18
New +$407
EQ icon
5856
Equillium
EQ
$127M
$326 ﹤0.01%
+102
New +$244
NBCM icon
5857
Neuberger Commodity Strategy ETF
NBCM
$476M
$321 ﹤0.01%
+12
New +$344
XRPC
5858
Canary XRP ETF
XRPC
$210M
$321 ﹤0.01%
+29
New +$402
DJTWW
5859
Trump Media & Technology Group Warrants
DJTWW
$720M
$319 ﹤0.01%
+100
New +$424
CHPX
5860
Global X AI Semiconductor & Quantum ETF
CHPX
$232M
$319 ﹤0.01%
+3
New +$263
OTLK icon
5861
Outlook Therapeutics
OTLK
$166M
$318 ﹤0.01%
+200
New +$124
MRAM icon
5862
Everspin Technologies
MRAM
$410M
$314 ﹤0.01%
+13
New +$291
PXLW icon
5863
Pixelworks
PXLW
$45.7M
$312 ﹤0.01%
+50
New +$304
MSTZ
5864
T-Rex 2X Inverse MSTR Daily Target ETF
MSTZ
$95.5M
$311 ﹤0.01%
+20
New +$168
YDESW
5865
YD Bio Ltd Warrants
YDESW
$3.1M
$310 ﹤0.01%
+1,000
New +$439
OCGN icon
5866
Ocugen
OCGN
$458M
$306 ﹤0.01%
+200
New +$304
IQQQ icon
5867
ProShares Nasdaq-100 High Income ETF
IQQQ
$415M
$305 ﹤0.01%
+6
New +$287
EDSA icon
5868
Edesa Biotech
EDSA
$52.3M
$301 ﹤0.01%
+37
New +$334
IGC icon
5869
IGC Pharma
IGC
$30.7M
$300 ﹤0.01%
+1,104
New +$326
SHFS icon
5870
SHF Holdings
SHFS
$2.13M
$300 ﹤0.01%
+1,250
New +$697
WCME
5871
First Trust WCM Developing World Equity ETF
WCME
$36.7M
$294 ﹤0.01%
+15
New +$284
MCRB icon
5872
Seres Therapeutics
MCRB
$45M
$292 ﹤0.01%
+37
New +$282
ARL icon
5873
American Realty Investors
ARL
$246M
$290 ﹤0.01%
+13
New +$194
AREN icon
5874
Arena Group
AREN
$56.7M
$281 ﹤0.01%
+339
New +$588
CNSY
5875
Cerenome, Inc. Common Stock
CNSY
$25.5M
$280 ﹤0.01%
64
-2,500
-98% -$13.6K
233 234
235
236 237

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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.