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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
EA
826
DELISTED
Electronic Arts
EA
$5.55M 0.01%
27,053
+521
+2% +$106K
FERG icon
827
Ferguson
FERG
$41.6B
$5.52M 0.01%
23,270
+2,015
+9% +$486K
MPLX icon
828
MPLX
MPLX
$59.2B
$5.52M 0.01%
98,007
+17,070
+21% +$952K
VNO icon
829
Vornado Realty Trust
VNO
$6.45B
$5.5M 0.01%
139,858
+56,473
+68% +$1.82M
KMB icon
830
Kimberly-Clark
KMB
$32.8B
$5.49M 0.01%
50,022
-1,083
-2% -$107K
MBB icon
831
iShares MBS ETF
MBB
$38.9B
$5.48M 0.01%
58,028
+46,484
+403% +$4.4M
ADSK icon
832
Autodesk
ADSK
$47.3B
$5.45M 0.01%
28,039
-2,330
-8% -$532K
LSTR icon
833
Landstar System
LSTR
$5.86B
$5.44M 0.01%
26,318
+7,441
+39% +$1.42M
BE icon
834
Bloom Energy
BE
$76.4B
$5.44M 0.01%
17,974
-6,713
-27% -$1.72M
XYZ
835
Block Inc
XYZ
$47B
$5.44M 0.01%
71,550
+20,806
+41% +$1.46M
APO icon
836
Apollo Global Management
APO
$75B
$5.41M 0.01%
45,737
+126
+0.3% +$15.8K
MOS icon
837
The Mosaic Company
MOS
$8.09B
$5.4M 0.01%
254,727
+129,856
+104% +$3M
IMCB icon
838
iShares Morningstar Mid-Cap ETF
IMCB
$1.67B
$5.37M 0.01%
55,611
+3,726
+7% +$340K
SLYG icon
839
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.82B
$5.37M 0.01%
45,049
+8,385
+23% +$907K
COO icon
840
Cooper Companies
COO
$10.1B
$5.36M 0.01%
74,717
+17,990
+32% +$1.18M
CGNX icon
841
Cognex
CGNX
$9.95B
$5.35M 0.01%
73,927
+6,315
+9% +$383K
GPRF
842
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
GPRF
$146M
$5.35M 0.01%
106,705
+32,393
+44% +$1.63M
AKAM icon
843
Akamai
AKAM
$15.1B
$5.33M 0.01%
45,117
+13,597
+43% +$1.69M
XYL icon
844
Xylem
XYL
$25.1B
$5.32M 0.01%
44,983
+13,452
+43% +$1.55M
Q
845
Qnity Electronics Inc
Q
$24B
$5.3M 0.01%
32,461
+4,965
+18% +$731K
CWEN icon
846
Clearway Energy Class C
CWEN
$6.14B
$5.28M 0.01%
154,500
+125,259
+428% +$4.85M
BUFD icon
847
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.06B
$5.27M 0.01%
177,200
-140,288
-44% -$4.11M
AM icon
848
Antero Midstream
AM
$10.1B
$5.26M 0.01%
231,162
+6,892
+3% +$150K
KMX icon
849
CarMax
KMX
$8.49B
$5.25M 0.01%
99,259
-30,855
-24% -$1.34M
NUBD icon
850
Nuveen ESG US Aggregate Bond ETF
NUBD
$484M
$5.24M 0.01%
+236,677
New +$5.24M
32 33
34
35 36

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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.