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
SIL icon
1426
Global X Silver Miners ETF NEW
SIL
$4.92B
$1.73M ﹤0.01%
+22,330
New +$2.01M
KNSL icon
1427
Kinsale Capital Group
KNSL
$8.41B
$1.73M ﹤0.01%
5,242
+2,311
+79% +$743K
TS icon
1428
Tenaris
TS
$28.6B
$1.73M ﹤0.01%
31,154
-2,483
-7% -$151K
BANR icon
1429
Banner Corp
BANR
$2.64B
$1.73M ﹤0.01%
26,016
+7,091
+37% +$461K
ARKK icon
1430
ARK Innovation ETF
ARKK
$6.44B
$1.73M ﹤0.01%
21,346
+71
+0.3% +$5.43K
WBS
1431
DELISTED
Webster Financial
WBS
$1.72M ﹤0.01%
22,556
-11,127
-33% -$809K
GMED icon
1432
Globus Medical
GMED
$10B
$1.72M ﹤0.01%
21,811
-2,006
-8% -$171K
LULU icon
1433
lululemon athletica
LULU
$10.9B
$1.72M ﹤0.01%
15,080
-24,335
-62% -$3.25M
PXH icon
1434
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.07B
$1.72M ﹤0.01%
61,678
+6,508
+12% +$186K
AEG icon
1435
Aegon
AEG
$13.4B
$1.71M ﹤0.01%
203,013
+131,226
+183% +$1.08M
GVA icon
1436
Granite Construction
GVA
$5.07B
$1.71M ﹤0.01%
10,834
+256
+2% +$34.8K
E icon
1437
ENI
E
$81.4B
$1.71M ﹤0.01%
36,524
+7,675
+27% +$411K
SW
1438
Smurfit Westrock
SW
$22.9B
$1.71M ﹤0.01%
36,968
+14,594
+65% +$603K
PENN icon
1439
PENN Entertainment
PENN
$2.38B
$1.71M ﹤0.01%
80,041
+52,787
+194% +$946K
MUNI icon
1440
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.08B
$1.71M ﹤0.01%
32,455
+22,696
+233% +$1.19M
WTW icon
1441
Willis Towers Watson
WTW
$29.9B
$1.71M ﹤0.01%
6,530
-3,311
-34% -$886K
BHVN icon
1442
Biohaven
BHVN
$1.86B
$1.71M ﹤0.01%
114,594
+65,369
+133% +$704K
NOV icon
1443
NOV
NOV
$7.48B
$1.71M ﹤0.01%
91,916
+13,748
+18% +$274K
SHLD icon
1444
Global X Defense Tech ETF
SHLD
$6.91B
$1.7M ﹤0.01%
28,515
+24,803
+668% +$1.65M
CNS icon
1445
Cohen & Steers
CNS
$3.72B
$1.7M ﹤0.01%
22,345
+10,660
+91% +$754K
IOO icon
1446
iShares Global 100 ETF
IOO
$9B
$1.69M ﹤0.01%
12,408
-815
-6% -$111K
GTES icon
1447
Gates Industrial Corp
GTES
$6.46B
$1.69M ﹤0.01%
60,486
+242
+0.4% +$6.22K
VIOO icon
1448
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.11B
$1.69M ﹤0.01%
12,275
-74
-0.6% -$9.39K
ADX icon
1449
Adams Diversified Equity Fund
ADX
$3.18B
$1.69M ﹤0.01%
65,950
+7,579
+13% +$186K
BSJV icon
1450
Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV
$125M
$1.68M ﹤0.01%
+64,159
New +$1.69M
56 57
58
59 60

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.