We are live on ! Find out more
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
APAM icon
1276
Artisan Partners
APAM
$2.62B
$2.2M ﹤0.01%
63,661
-191
-0.3% -$7.03K
PAYC icon
1277
Paycom
PAYC
$10.4B
$2.2M ﹤0.01%
17,466
+9,385
+116% +$1.22M
FEX icon
1278
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.56B
$2.19M ﹤0.01%
15,645
-15,791
-50% -$2.09M
WTM icon
1279
White Mountains Insurance
WTM
$4.85B
$2.19M ﹤0.01%
1,055
+189
+22% +$404K
NWL icon
1280
Newell Brands
NWL
$2.42B
$2.16M ﹤0.01%
352,145
+104,547
+42% +$442K
ESTC icon
1281
Elastic
ESTC
$9.16B
$2.16M ﹤0.01%
37,827
-18,564
-33% -$996K
SWX icon
1282
Southwest Gas
SWX
$6.23B
$2.15M ﹤0.01%
24,278
+4,982
+26% +$446K
CRDO icon
1283
Credo Technology Group
CRDO
$28.3B
$2.15M ﹤0.01%
7,890
-916
-10% -$181K
JXN icon
1284
Jackson Financial
JXN
$9.28B
$2.14M ﹤0.01%
20,890
+308
+1% +$33.4K
CLX icon
1285
Clorox
CLX
$10.6B
$2.14M ﹤0.01%
22,394
-4,913
-18% -$472K
SFM icon
1286
Sprouts Farmers Market
SFM
$6.95B
$2.14M ﹤0.01%
25,265
-336
-1% -$27.2K
CNH
1287
CNH Industrial
CNH
$22.9B
$2.13M ﹤0.01%
190,095
-36,144
-16% -$385K
ACM icon
1288
Aecom
ACM
$8.43B
$2.13M ﹤0.01%
30,513
+3,473
+13% +$266K
XOP icon
1289
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.19B
$2.13M ﹤0.01%
13,792
+796
+6% +$133K
QTEC icon
1290
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.53B
$2.13M ﹤0.01%
6,350
-1,143
-15% -$327K
SKY icon
1291
Champion Homes
SKY
$4.56B
$2.13M ﹤0.01%
24,117
+253
+1% +$19.4K
DY icon
1292
Dycom Industries
DY
$8.57B
$2.13M ﹤0.01%
4,203
-6,964
-62% -$3.04M
DXJ icon
1293
WisdomTree Japan Hedged Equity Fund
DXJ
$7.02B
$2.12M ﹤0.01%
12,226
+817
+7% +$137K
AEM icon
1294
Agnico Eagle Mines
AEM
$99.8B
$2.12M ﹤0.01%
13,670
+1,146
+9% +$212K
MGC icon
1295
Vanguard Morningstar Mega Cap ETF
MGC
$10.2B
$2.12M ﹤0.01%
7,747
-887
-10% -$236K
SJNK icon
1296
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.71B
$2.12M ﹤0.01%
84,677
+919
+1% +$23K
CFR icon
1297
Cullen/Frost Bankers
CFR
$10.1B
$2.12M ﹤0.01%
13,715
+2,376
+21% +$337K
VCYT icon
1298
Veracyte
VCYT
$3.28B
$2.11M ﹤0.01%
35,945
-20,537
-36% -$861K
TTEK icon
1299
Tetra Tech
TTEK
$9.43B
$2.11M ﹤0.01%
73,058
+2,500
+4% +$73.4K
SAIC icon
1300
Saic
SAIC
$5.63B
$2.11M ﹤0.01%
19,114
+2,280
+14% +$231K
50 51
52
53 54

Similar funds

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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.