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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.3%
This Fund
S&P 500
This Quarter Est. Return
-0.15%
1 Year Est. Return
+18.3%
3 Year Est. Return
+51.43%
5 Year Est. Return
+55.53%
10 Year Est. Return
–
AUM
$67.6B
AUM Growth
+$1.98B
Cap. Flow
+$2.2B
Cap. Flow %
3.25%
Top 10 Hldgs %
36.86%
Holding
3,376
New
535
Increased
1,670
Reduced
973
Closed
159

Top Buys

Rank Stock Value
1
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$314M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$309M
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$239M
4
NVDA icon
NVIDIA
NVDA
+$217M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$151M

Top Sells

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$182M
2
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$89.9M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$77.4M
4
EOG icon
EOG Resources
EOG
+$76.7M
5
VPC icon
Virtus Private Credit Strategy ETF
VPC
+$71.8M

Sector Composition

Rank Sector Weight
1 Technology 9.51%
2 Financials 3.69%
3 Industrials 2.6%
4 Healthcare 2.59%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDYG icon
876
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.81B
$3.88M 0.01%
40,399
-5,856
-13% -$574K
PBD icon
877
Invesco Global Clean Energy ETF
PBD
$181M
$3.86M 0.01%
215,297
– –
RDDT icon
878
Reddit
RDDT
$35.5B
$3.83M 0.01%
28,472
+7,015
+33% +$1.19M
FEX icon
879
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.58B
$3.83M 0.01%
31,436
+27,488
+696% +$3.41M
NU icon
880
Nu Holdings
NU
$70.1B
$3.82M 0.01%
266,159
+26,153
+11% +$424K
UBS icon
881
UBS Group
UBS
$173B
$3.81M 0.01%
97,508
-1,892
-2% -$81K
MDB icon
882
MongoDB
MDB
$26B
$3.79M 0.01%
15,492
+6,583
+74% +$2.2M
IUSG icon
883
iShares Core S&P US Growth ETF
IUSG
$30.9B
$3.79M 0.01%
24,421
+2,263
+10% +$373K
DY icon
884
Dycom Industries
DY
$12B
$3.78M 0.01%
11,167
+8,398
+303% +$3.15M
XYL icon
885
Xylem
XYL
$28.8B
$3.77M 0.01%
31,531
-814
-3% -$107K
VMC icon
886
Vulcan Materials
VMC
$37.8B
$3.76M 0.01%
13,806
-6,053
-30% -$1.78M
NWSA icon
887
News Corp Class A
NWSA
$15.4B
$3.76M 0.01%
150,704
+44,887
+42% +$1.11M
TWLO icon
888
Twilio
TWLO
$28.8B
$3.75M 0.01%
29,815
+16,367
+122% +$2.01M
HYG icon
889
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$3.75M 0.01%
47,129
-109,978
-70% -$8.85M
BSCW icon
890
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.49B
$3.75M 0.01%
182,079
-1,159,858
-86% -$24.2M
MKSI icon
891
MKS Inc
MKSI
$19B
$3.74M 0.01%
16,292
+5,324
+49% +$1.2M
COIN icon
892
Coinbase
COIN
$44.1B
$3.74M 0.01%
21,433
-1,208
-5% -$238K
PPL
893
PPL Corp
PPL
$27.5B
$3.74M 0.01%
97,940
-11,562
-11% -$427K
ROBO icon
894
ROBO Global Robotics & Automation Index ETF
ROBO
$1.9B
$3.74M 0.01%
54,590
-10,860
-17% -$798K
TSCO icon
895
Tractor Supply
TSCO
$16.3B
$3.73M 0.01%
82,339
-17,846
-18% -$910K
IEF icon
896
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$3.72M 0.01%
38,940
+9,648
+33% +$928K
GLDM icon
897
SPDR Gold MiniShares Trust
GLDM
$27.3B
$3.71M 0.01%
39,977
-25,802
-39% -$2.49M
AEE icon
898
Ameren
AEE
$31.1B
$3.7M 0.01%
33,696
+6,308
+23% +$674K
GPRF
899
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
GPRF
$134M
$3.7M 0.01%
74,312
+27,222
+58% +$1.38M
IFF icon
900
International Flavors & Fragrances
IFF
$20.1B
$3.69M 0.01%
50,897
-631
-1% -$46.3K
34 35
36
37 38

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Mercer Global Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Mercer Global Advisors held 3,376 positions worth $67.6B, up 3% from $65.6B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Mercer Global Advisors deployed $2.2B of net new capital in Q1 2026, opening 535 new positions and adding to 1,670 existing holdings. Its largest new stake was Invesco Short Term Treasury ETF: 1,098,902 shares worth $116M.

By sector, the portfolio is most concentrated in Technology at 9.5% of assets, down from 10% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Booking.com, an estimated $182M trimmed.

  • Mercer Global Advisors's largest Q1 2026 buy was Invesco Short Term Treasury ETF: 1,098,902 shares worth $116M.
  • Mercer Global Advisors added most to Vanguard Short-Term Bond ETF in Q1 2026, an estimated $314M increase.
  • Mercer Global Advisors's biggest Q1 2026 reduction was Booking.com, cutting an estimated $182M.
  • Mercer Global Advisors fully exited Virtus Private Credit Strategy ETF in Q1 2026, selling an estimated $71.8M.
  • Mercer Global Advisors's ten largest holdings make up 37% of its $67.6B portfolio in Q1 2026.
  • Mercer Global Advisors opened 535 new positions and closed 159 in Q1 2026.
  • Mercer Global Advisors's portfolio value rose 3% quarter-over-quarter to $67.6B.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.