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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
PR
776
Permian Resources
PR
$20.5B
$6.24M 0.01%
339,173
-17,354
-5% -$349K
VWOB icon
777
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.25B
$6.24M 0.01%
92,782
-105,468
-53% -$7.05M
PCTY icon
778
Paylocity
PCTY
$7.81B
$6.23M 0.01%
59,618
+32,733
+122% +$3.49M
EWBC icon
779
East-West Bancorp
EWBC
$17.6B
$6.2M 0.01%
48,000
+23,439
+95% +$2.88M
PRIM icon
780
Primoris Services
PRIM
$4.13B
$6.19M 0.01%
62,476
-34,830
-36% -$4.58M
GWRE icon
781
Guidewire Software
GWRE
$12.4B
$6.18M 0.01%
50,201
-9,899
-16% -$1.32M
TCBK icon
782
TriCo Bancshares
TCBK
$1.72B
$6.16M 0.01%
114,388
-32,118
-22% -$1.63M
DRI icon
783
Darden Restaurants
DRI
$23.7B
$6.15M 0.01%
29,862
+7,303
+32% +$1.46M
BBY icon
784
Best Buy
BBY
$19.6B
$6.14M 0.01%
80,853
-18,937
-19% -$1.26M
DAR icon
785
Darling Ingredients
DAR
$10.5B
$6.13M 0.01%
112,210
+8,137
+8% +$486K
IT icon
786
Gartner
IT
$12.4B
$6.13M 0.01%
47,282
+15,502
+49% +$2.33M
MHK icon
787
Mohawk Industries
MHK
$8.74B
$6.13M 0.01%
50,495
+6,695
+15% +$704K
LYG icon
788
Lloyds Banking Group
LYG
$84.9B
$6.12M 0.01%
1,049,668
-45,646
-4% -$248K
PKG icon
789
Packaging Corp of America
PKG
$20.6B
$6.12M 0.01%
25,674
-10,900
-30% -$2.39M
KGS icon
790
Kodiak Gas Services
KGS
$5.83B
$6.12M 0.01%
81,414
+639
+0.8% +$43.4K
DECK icon
791
Deckers Outdoor
DECK
$10.6B
$6.12M 0.01%
61,590
+2,524
+4% +$266K
ARLP icon
792
Alliance Resource Partners
ARLP
$3.36B
$6.1M 0.01%
254,369
-960
-0.4% -$24.4K
MSCI icon
793
MSCI
MSCI
$39.6B
$6.08M 0.01%
10,852
+490
+5% +$286K
OGE icon
794
OGE Energy
OGE
$9.44B
$6.04M 0.01%
124,176
+65,169
+110% +$3.12M
DOCU
795
DocuSign
DOCU
$13.4B
$6.04M 0.01%
135,995
+66,273
+95% +$3.11M
CHRW icon
796
C.H. Robinson
CHRW
$18.4B
$6.03M 0.01%
32,031
+1,843
+6% +$327K
JVAL icon
797
JPMorgan US Value Factor ETF
JVAL
$989M
$6.03M 0.01%
+102,761
New +$5.66M
EXLS icon
798
EXL Service
EXLS
$5.5B
$6.02M 0.01%
232,819
-199,819
-46% -$5.89M
MGK icon
799
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.2B
$6.01M 0.01%
68,399
-1,996
-3% -$170K
EFX icon
800
Equifax
EFX
$19.6B
$6M 0.01%
37,812
+8,602
+29% +$1.47M
30 31
32
33 34

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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.