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
TBLA icon
1876
Taboola.com
TBLA
$1.04B
$850K ﹤0.01%
170,093
+93,028
+121% +$406K
ACT icon
1877
Enact Holdings
ACT
$6.85B
$847K ﹤0.01%
18,527
+3,166
+21% +$135K
POST icon
1878
Post Holdings
POST
$3.52B
$846K ﹤0.01%
9,580
-1,127
-11% -$110K
LBTYK icon
1879
Liberty Global Class C
LBTYK
$3.56B
$845K ﹤0.01%
76,809
+12,028
+19% +$139K
COHU icon
1880
Cohu
COHU
$2.42B
$845K ﹤0.01%
11,428
+1,705
+18% +$85.2K
VTWG icon
1881
Vanguard Russell 2000 Growth ETF
VTWG
$1.45B
$842K ﹤0.01%
2,926
+482
+20% +$128K
PFM icon
1882
Invesco Dividend Achievers ETF
PFM
$787M
$840K ﹤0.01%
15,155
+5,577
+58% +$302K
CRSP icon
1883
CRISPR Therapeutics
CRSP
$5.03B
$840K ﹤0.01%
15,408
+1,846
+14% +$97.3K
IMO icon
1884
Imperial Oil
IMO
$64.7B
$840K ﹤0.01%
7,501
-445
-6% -$55.8K
DOCN icon
1885
DigitalOcean
DOCN
$14B
$838K ﹤0.01%
5,339
+314
+6% +$42.5K
PAG icon
1886
Penske Automotive Group
PAG
$14.2B
$838K ﹤0.01%
4,684
+459
+11% +$76.7K
SUNB
1887
Sunbelt Rentals Holdings
SUNB
$29.6B
$837K ﹤0.01%
11,186
+1,960
+21% +$147K
BY icon
1888
Byline Bancorp
BY
$1.74B
$837K ﹤0.01%
22,217
+6,267
+39% +$211K
ITGR icon
1889
Integer Holdings
ITGR
$4.29B
$836K ﹤0.01%
8,941
-5,408
-38% -$480K
PRGO icon
1890
Perrigo
PRGO
$1.87B
$835K ﹤0.01%
80,408
+69,445
+633% +$764K
LZB icon
1891
La-Z-Boy
LZB
$1.22B
$834K ﹤0.01%
20,797
+12,318
+145% +$445K
MTRN icon
1892
Materion
MTRN
$5.05B
$834K ﹤0.01%
2,803
+373
+15% +$78.1K
NWE icon
1893
NorthWestern Energy
NWE
$4.21B
$832K ﹤0.01%
11,619
-6,582
-36% -$467K
AVNT icon
1894
Avient
AVNT
$3.74B
$832K ﹤0.01%
22,498
+2,640
+13% +$95.6K
VCEB icon
1895
Vanguard ESG US Corporate Bond ETF
VCEB
$1.19B
$830K ﹤0.01%
+13,230
New +$831K
HIMS icon
1896
Hims & Hers Health
HIMS
$6.69B
$830K ﹤0.01%
23,937
-21,642
-47% -$581K
NOVT icon
1897
Novanta
NOVT
$5.28B
$829K ﹤0.01%
5,111
+1,390
+37% +$201K
PIO icon
1898
Invesco Global Water ETF
PIO
$263M
$829K ﹤0.01%
18,428
+1,726
+10% +$77.5K
UPRO icon
1899
ProShares UltraPro S&P 500
UPRO
$5.3B
$828K ﹤0.01%
5,843
+1,633
+39% +$216K
XVV icon
1900
iShares ESG Screened S&P 500 ETF
XVV
$672M
$827K ﹤0.01%
14,561
-7,312
-33% -$404K
74 75
76
77 78

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.