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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
PEBO icon
1801
Peoples Bancorp
PEBO
$1.43B
$923K ﹤0.01%
24,019
+4,505
+23% +$157K
ZBRA icon
1802
Zebra Technologies
ZBRA
$16.1B
$922K ﹤0.01%
3,501
+11
+0.3% +$2.59K
AU icon
1803
AngloGold Ashanti
AU
$50.4B
$921K ﹤0.01%
11,386
+906
+9% +$86K
ACVA icon
1804
ACV Auctions
ACVA
$1.77B
$918K ﹤0.01%
127,671
+89,957
+239% +$510K
AVMC icon
1805
Avantis US Mid Cap Equity ETF
AVMC
$489M
$918K ﹤0.01%
11,437
– –
CTRE icon
1806
CareTrust REIT
CTRE
$9.13B
$917K ﹤0.01%
22,722
-360
-2% -$14.1K
PTON icon
1807
Peloton Interactive
PTON
$2.14B
$916K ﹤0.01%
154,989
+54,340
+54% +$293K
ALGM icon
1808
Allegro MicroSystems
ALGM
$6.16B
$916K ﹤0.01%
13,153
+1,803
+16% +$84.4K
GRID
1809
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.5B
$913K ﹤0.01%
4,762
+995
+26% +$187K
FIW icon
1810
First Trust Water ETF
FIW
$1.75B
$913K ﹤0.01%
8,333
-3,893
-32% -$411K
PMAY icon
1811
Innovator US Equity Power Buffer ETF May
PMAY
$808M
$912K ﹤0.01%
22,084
-10,384
-32% -$424K
SPXC icon
1812
SPX Corp
SPXC
$8.93B
$911K ﹤0.01%
3,718
+694
+23% +$152K
UNTY icon
1813
Unity Bancorp
UNTY
$596M
$911K ﹤0.01%
15,529
+2,276
+17% +$124K
JPIN icon
1814
JPMorgan Diversified Return International Equity ETF
JPIN
$364M
$909K ﹤0.01%
12,576
-1,164
-8% -$85.9K
REPL icon
1815
Replimune Group
REPL
$1.19B
$908K ﹤0.01%
82,000
+56,676
+224% +$347K
TFI icon
1816
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$2.98B
$907K ﹤0.01%
19,810
-9,290
-32% -$423K
BLBD icon
1817
Blue Bird Corp
BLBD
$1.96B
$905K ﹤0.01%
11,465
+947
+9% +$64.3K
LAD icon
1818
Lithia Motors
LAD
$7.71B
$905K ﹤0.01%
3,115
+2,176
+232% +$618K
QGRO icon
1819
American Century US Quality Growth ETF
QGRO
$1.95B
$901K ﹤0.01%
7,634
-1,093
-13% -$124K
CWST icon
1820
Casella Waste Systems
CWST
$5.79B
$901K ﹤0.01%
9,291
+5,264
+131% +$450K
SPYX icon
1821
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.8B
$899K ﹤0.01%
14,718
+5,851
+66% +$347K
FLUT icon
1822
Flutter Entertainment
FLUT
$17.6B
$899K ﹤0.01%
8,796
+3,567
+68% +$368K
JHMD icon
1823
John Hancock Multifactor Developed International ETF
JHMD
$956M
$899K ﹤0.01%
20,236
-1,726
-8% -$76.9K
BLV icon
1824
Vanguard Long-Term Bond ETF
BLV
$5.62B
$898K ﹤0.01%
13,030
+6,083
+88% +$417K
DIOD icon
1825
Diodes
DIOD
$4.02B
$896K ﹤0.01%
8,189
+648
+9% +$65.8K
71 72
73
74 75

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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.