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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
BGL
5876
Blue Gold Ltd
BGL
$8.76M
$278 ﹤0.01%
+1,000
New +$834
XRT icon
5877
PUT
State Street SPDR S&P Retail ETF
XRT
$643M
$276 ﹤0.01%
+100
New +$8.42K
DGXX
5878
Digi Power X Inc
DGXX
$407M
$273 ﹤0.01%
+50
New +$273
GOTU icon
5879
Gaotu Techedu
GOTU
$401M
$269 ﹤0.01%
+162
New +$294
INKT icon
5880
MiNK Therapeutics
INKT
$54.8M
$269 ﹤0.01%
+23
New +$268
BMNU
5881
T-REX 2X Long BMNR Daily Target ETF
BMNU
$238M
$267 ﹤0.01%
40
-1,030
-96% -$16.5K
DSX.WS icon
5882
Diana Shipping Inc Warrants exp 2026
DSX.WS
$3.85M
$260 ﹤0.01%
+1,730
New +$558
GEMD icon
5883
Goldman Sachs Access Emerging Markets USD Bond ETF
GEMD
$37.6M
$255 ﹤0.01%
+6
New +$253
SRAD icon
5884
Sportradar
SRAD
$4.02B
$254 ﹤0.01%
+17
New +$247
INVZ icon
5885
Innoviz Technologies
INVZ
$114M
$253 ﹤0.01%
+332
New +$227
FDV icon
5886
Federated Hermes US Strategic Dividend ETF
FDV
$905M
$251 ﹤0.01%
+8
New +$250
OSTX
5887
OS Therapies Inc
OSTX
$73M
$251 ﹤0.01%
132
-10,088
-99% -$16.9K
GSAT icon
5888
CALL
Globalstar
GSAT
$10.7B
$248 ﹤0.01%
+100
New +$8.05K
DMAC icon
5889
DiaMedica Therapeutics
DMAC
$364M
$246 ﹤0.01%
+35
New +$215
OGG
5890
Osisko Gold Group Inc.
OGG
$835M
$246 ﹤0.01%
+100
New +$297
YRD
5891
Yiren Digital
YRD
$105M
$246 ﹤0.01%
+294
New +$486
MANE
5892
Veradermics Inc
MANE
$4.64B
$246 ﹤0.01%
+2
New +$187
OPENL
5893
Opendoor Technologies Inc Series A Warrants
OPENL
$5.13M
$228 ﹤0.01%
+807
New +$248
USO icon
5894
PUT
United States Oil Fund
USO
$1.77B
$225 ﹤0.01%
+2,500
New +$328K
MDCX
5895
Medicus Pharma
MDCX
$20.1M
$223 ﹤0.01%
+500
New +$177
HERE
5896
Here Group Ltd
HERE
$101M
$215 ﹤0.01%
+110
New +$308
BHM icon
5897
Bluerock Homes Trust
BHM
$36.4M
$207 ﹤0.01%
+23
New +$241
AGEN
5898
Agenus
AGEN
$315M
$202 ﹤0.01%
+66
New +$236
OSS icon
5899
One Stop Systems
OSS
$327M
$200 ﹤0.01%
+11
New +$153
QUIK icon
5900
QuickLogic
QUIK
$230M
$200 ﹤0.01%
+10
New +$174
234 235
236
237 238

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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.