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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
AGCO icon
1226
AGCO
AGCO
$8.48B
$2.4M ﹤0.01%
20,087
+6,490
+48% +$754K
TEVA icon
1227
Teva Pharmaceuticals
TEVA
$45.1B
$2.39M ﹤0.01%
70,403
-5
-0% -$167
IMCG icon
1228
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4B
$2.37M ﹤0.01%
24,151
-2,582
-10% -$233K
RARE icon
1229
Ultragenyx Pharmaceutical
RARE
$1.34B
$2.37M ﹤0.01%
71,092
+37,307
+110% +$927K
CVBF icon
1230
CVB Financial
CVBF
$4B
$2.37M ﹤0.01%
105,101
+19,110
+22% +$393K
FN icon
1231
Fabrinet
FN
$13.7B
$2.37M ﹤0.01%
4,213
-2,520
-37% -$1.62M
SITE icon
1232
SiteOne Landscape Supply
SITE
$4.05B
$2.37M ﹤0.01%
20,688
-12,625
-38% -$1.52M
PPLI
1233
People Inc
PPLI
$2.79B
$2.37M ﹤0.01%
51,237
+14,458
+39% +$617K
J icon
1234
Jacobs Solutions
J
$16.6B
$2.35M ﹤0.01%
18,671
-7,772
-29% -$956K
BOX icon
1235
Box
BOX
$4.63B
$2.35M ﹤0.01%
88,424
+11,830
+15% +$295K
PNR icon
1236
Pentair
PNR
$8.97B
$2.35M ﹤0.01%
30,609
+16,355
+115% +$1.29M
CATY icon
1237
Cathay General Bancorp
CATY
$4.16B
$2.34M ﹤0.01%
37,775
+1,471
+4% +$83.5K
KVUE icon
1238
Kenvue
KVUE
$34.4B
$2.34M ﹤0.01%
122,360
-17,828
-13% -$314K
SWKS icon
1239
Skyworks Solutions
SWKS
$13.3B
$2.34M ﹤0.01%
34,453
-3,274
-9% -$223K
NCNO icon
1240
nCino
NCNO
$2.35B
$2.34M ﹤0.01%
142,833
+103,367
+262% +$1.7M
HCI icon
1241
HCI Group
HCI
$2.32B
$2.33M ﹤0.01%
13,319
+2,340
+21% +$369K
ELS icon
1242
Equity Lifestyle Properties
ELS
$11.7B
$2.33M ﹤0.01%
36,151
+903
+3% +$57.1K
SANM icon
1243
Sanmina
SANM
$11.6B
$2.32M ﹤0.01%
9,178
+1,157
+14% +$254K
LFUS icon
1244
Littelfuse
LFUS
$10.1B
$2.32M ﹤0.01%
5,097
-80
-2% -$34.6K
AVTR icon
1245
Avantor
AVTR
$10.3B
$2.31M ﹤0.01%
233,373
+122,445
+110% +$1.05M
PINS icon
1246
Pinterest
PINS
$11.2B
$2.31M ﹤0.01%
109,798
+30,772
+39% +$618K
MFC icon
1247
Manulife Financial
MFC
$72.1B
$2.31M ﹤0.01%
56,923
+6,951
+14% +$269K
ISCF icon
1248
iShares International Small Cap Equity Factor ETF
ISCF
$671M
$2.3M ﹤0.01%
53,214
-769
-1% -$34K
IHDG icon
1249
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.12B
$2.3M ﹤0.01%
43,941
-2,427
-5% -$123K
AFRM icon
1250
Affirm
AFRM
$24.8B
$2.3M ﹤0.01%
28,223
-1,839
-6% -$120K
48 49
50
51 52

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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.