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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $80.9B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
+15.29%
1 Year Est. Return
+26.08%
3 Year Est. Return
+67.01%
5 Year Est. Return
+69.81%
10 Year Est. Return
–
AUM
$80.9B
AUM Growth
+$13.4B
Cap. Flow
+$5.4B
Cap. Flow %
6.67%
Top 10 Hldgs %
36.15%
Holding
3,793
New
566
Increased
2,077
Reduced
950
Closed
140

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$559M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$407M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$366M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$147M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$143M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$190M
2
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$116M
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$81M
4
INTC icon
Intel
INTC
+$69.6M
5
ORKA
Oruka Therapeutics
ORKA
+$39.4M

Sector Composition

Rank Sector Weight
1 Miscellaneous 70.89%
2 Technology 11.16%
3 Financials 3.75%
4 Industrials 2.85%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIVO icon
701
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.82B
$7.29M 0.01%
159,594
-23,309
-13% -$1.07M
BIIB icon
702
Biogen
BIIB
$31.9B
$7.29M 0.01%
33,731
-4,869
-13% -$931K
FFIV icon
703
F5
FFIV
$24.4B
$7.28M 0.01%
17,494
+9,207
+111% +$3.27M
OTIS icon
704
Otis Worldwide
OTIS
$26.1B
$7.23M 0.01%
100,961
+42,981
+74% +$3.21M
CBSH icon
705
Commerce Bancshares
CBSH
$8.39B
$7.22M 0.01%
125,092
+79,007
+171% +$4.15M
WRD
706
WeRide Inc
WRD
$1.84B
$7.22M 0.01%
1,240,624
-424,374
-25% -$3.06M
IDXX icon
707
Idexx Laboratories
IDXX
$40.2B
$7.19M 0.01%
13,662
+4,276
+46% +$2.4M
DD icon
708
DuPont de Nemours
DD
$17.3B
$7.19M 0.01%
53,017
+13,301
+33% +$1.89M
GBDC icon
709
Golub Capital BDC
GBDC
$3.23B
$7.19M 0.01%
557,919
+191,189
+52% +$2.49M
MDYG icon
710
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.76B
$7.17M 0.01%
63,949
+23,550
+58% +$2.5M
TTC icon
711
Toro Company
TTC
$8.81B
$7.16M 0.01%
73,535
+10,430
+17% +$970K
XLRE icon
712
State Street Real Estate Select Sector SPDR ETF
XLRE
$8B
$7.16M 0.01%
162,575
-17,135
-10% -$753K
CORO
713
iShares International Country Rotation Active ETF
CORO
$8.3B
$7.16M 0.01%
+195,545
New +$6.91M
XMLV icon
714
Invesco S&P MidCap Low Volatility ETF
XMLV
$725M
$7.14M 0.01%
107,604
-1,591
-1% -$104K
BIV icon
715
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
$7.11M 0.01%
92,710
+8,883
+11% +$682K
EPR icon
716
EPR Properties
EPR
$4.5B
$7.09M 0.01%
122,139
+7,474
+7% +$425K
DVYE icon
717
iShares Emerging Markets Dividend ETF
DVYE
$1.24B
$7.08M 0.01%
219,587
+48,406
+28% +$1.66M
ALLY icon
718
Ally Financial
ALLY
$12.6B
$7.06M 0.01%
153,631
+37,948
+33% +$1.65M
TSN icon
719
Tyson Foods
TSN
$18.5B
$7.01M 0.01%
122,420
-22,156
-15% -$1.39M
ARMK icon
720
Aramark
ARMK
$15.4B
$6.97M 0.01%
122,501
+12,333
+11% +$609K
BALL icon
721
Ball Corp
BALL
$16.1B
$6.95M 0.01%
111,393
+8,103
+8% +$476K
PSA icon
722
Public Storage
PSA
$55.4B
$6.94M 0.01%
21,815
-369
-2% -$113K
AIT icon
723
Applied Industrial Technologies
AIT
$11.6B
$6.92M 0.01%
20,472
+8,162
+66% +$2.5M
ATI icon
724
ATI
ATI
$25.4B
$6.92M 0.01%
35,120
+4,049
+13% +$686K
GDX icon
725
VanEck Gold Miners ETF
GDX
$28.3B
$6.92M 0.01%
91,675
+238
+0.3% +$21K
27 28
29
30 31

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Mercer Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Mercer Global Advisors held 3,793 positions worth $80.9B, up 20% from $67.6B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Mercer Global Advisors deployed $5.4B of net new capital in Q2 2026, opening 566 new positions and adding to 2,077 existing holdings. Its largest new stake was FedEx Freight: 104,106 shares worth $15.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 72% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $190M trimmed.

  • Mercer Global Advisors's largest Q2 2026 buy was FedEx Freight: 104,106 shares worth $15.7M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $559M increase.
  • Mercer Global Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $190M.
  • Mercer Global Advisors fully exited Oruka Therapeutics in Q2 2026, selling an estimated $39.4M.
  • Mercer Global Advisors's ten largest holdings make up 36% of its $80.9B portfolio in Q2 2026.
  • Mercer Global Advisors opened 566 new positions and closed 140 in Q2 2026.
  • Mercer Global Advisors's portfolio value rose 20% quarter-over-quarter to $80.9B.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.