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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
WY icon
1176
Weyerhaeuser
WY
$16.1B
$2.72M ﹤0.01%
113,679
+42,439
+60% +$1.03M
TAK icon
1177
Takeda Pharmaceutical
TAK
$59.7B
$2.69M ﹤0.01%
167,856
-5,105
-3% -$84.5K
RVTY icon
1178
Revvity
RVTY
$15.6B
$2.69M ﹤0.01%
24,144
+4,399
+22% +$424K
EFZ icon
1179
ProShares Trust Short MSCI EAFE
EFZ
$10.3M
$2.68M ﹤0.01%
116,800
+59,057
+102% +$1.4M
SSB icon
1180
SouthState Bank Corp
SSB
$10.3B
$2.68M ﹤0.01%
26,798
+12,259
+84% +$1.18M
TNET icon
1181
TriNet
TNET
$3.18B
$2.65M ﹤0.01%
53,579
+11,201
+26% +$480K
AOS icon
1182
A.O. Smith
AOS
$7.78B
$2.63M ﹤0.01%
41,938
-7,346
-15% -$445K
MYRG icon
1183
MYR Group
MYRG
$4.22B
$2.63M ﹤0.01%
5,251
+102
+2% +$41.9K
TRIN icon
1184
Trinity Capital Inc
TRIN
$1.68B
$2.62M ﹤0.01%
146,692
-193
-0.1% -$3.18K
AMPL icon
1185
Amplitude
AMPL
$1.67B
$2.62M ﹤0.01%
342,860
+13,435
+4% +$92.7K
RELX icon
1186
RELX
RELX
$59.6B
$2.62M ﹤0.01%
82,729
+37,745
+84% +$1.28M
ATR icon
1187
AptarGroup
ATR
$7.93B
$2.61M ﹤0.01%
20,859
+1,932
+10% +$234K
MSA icon
1188
Mine Safety
MSA
$6.9B
$2.61M ﹤0.01%
14,957
+2,937
+24% +$492K
HQY icon
1189
HealthEquity
HQY
$7.98B
$2.61M ﹤0.01%
28,886
+19,830
+219% +$1.68M
AEIS icon
1190
Advanced Energy
AEIS
$10B
$2.6M ﹤0.01%
6,986
+4,184
+149% +$1.46M
IBB icon
1191
iShares Biotechnology ETF
IBB
$10.3B
$2.6M ﹤0.01%
13,660
-72
-0.5% -$12.4K
SIRI icon
1192
SiriusXM
SIRI
$9.95B
$2.6M ﹤0.01%
87,886
+17,708
+25% +$476K
JQUA icon
1193
JPMorgan US Quality Factor ETF
JQUA
$8.75B
$2.59M ﹤0.01%
35,847
+13,626
+61% +$926K
IDEV icon
1194
iShares Core MSCI International Developed Markets ETF
IDEV
$32.2B
$2.59M ﹤0.01%
29,086
+2,977
+11% +$264K
BLDR icon
1195
Builders FirstSource
BLDR
$6.48B
$2.59M ﹤0.01%
28,910
-3,727
-11% -$298K
PTCT icon
1196
PTC Therapeutics
PTCT
$5.48B
$2.58M ﹤0.01%
31,590
-18,767
-37% -$1.36M
EUSB icon
1197
iShares ESG Advanced Universal USD Bond ETF
EUSB
$704M
$2.56M ﹤0.01%
+58,916
New +$2.56M
ARM icon
1198
Arm
ARM
$258B
$2.55M ﹤0.01%
7,205
+1,500
+26% +$399K
VTRS icon
1199
Viatris
VTRS
$19.1B
$2.55M ﹤0.01%
160,652
+13,798
+9% +$214K
ALGN icon
1200
Align Technology
ALGN
$10.4B
$2.55M ﹤0.01%
15,123
+1,592
+12% +$276K
46 47
48
49 50

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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.