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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
(+20%)
Cap. Flow
+$5.4B
Cap. Flow
% of AUM
6.67%
Top 10 Holdings %
Top 10 Hldgs %
36.15%
Holding
3,793
New
566
Increased
2,077
Reduced
950
Closed
140
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$559M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$407M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$366M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$147M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$143M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$190M |
| 2 |
Invesco Short Term Treasury ETF
TBLL
|
+$116M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$81M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
2076
Frontdoor
FTDR
$5.58B
| $645K | ﹤0.01% |
8,315
+491
| +6% | +$31.4K |
|
2077
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.59B
| $644K | ﹤0.01% |
4,401
-101
| -2% | -$13.9K |
|
2078
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.36B
| $644K | ﹤0.01% |
32,967
+889
| +3% | +$17.4K |
|
2079
Atlantic Union Bankshares
AUB
$5.67B
| $643K | ﹤0.01% |
15,193
+1,620
| +12% | +$61.8K |
|
2080
Select Water Solutions
WTTR
$2.66B
| $642K | ﹤0.01% |
32,145
+7,285
| +29% | +$128K |
|
|
HUT
2081
Hut 8
HUT
$11.2B
| $641K | ﹤0.01% |
5,551
-246
| -4% | -$23.8K |
|
2082
Brady Corp
BRC
$4.08B
| $641K | ﹤0.01% |
6,995
-931
| -12% | -$77.4K |
|
2083
Laureate Education
LAUR
$4.98B
| $639K | ﹤0.01% |
17,595
+85
| +0.5% | +$2.87K |
|
2084
Franklin Electric
FELE
$4.33B
| $638K | ﹤0.01% |
5,954
+418
| +8% | +$42K |
|
2085
Hayward Holdings
HAYW
$2.78B
| $638K | ﹤0.01% |
36,860
-28,047
| -43% | -$409K |
|
2086
Piper Sandler
PIPR
$5.4B
| $637K | ﹤0.01% |
8,802
-289
| -3% | -$23.4K |
|
2087
Cinemark Holdings
CNK
$4.04B
| $635K | ﹤0.01% |
20,010
-1,874
| -9% | -$55.6K |
|
2088
Arcosa
ACA
$7.12B
| $632K | ﹤0.01% |
4,352
+99
| +2% | +$12.3K |
|
2089
HDFC Bank
HDB
$118B
| $631K | ﹤0.01% |
24,415
+165
| +0.7% | +$4.13K |
|
2090
AMN Healthcare
AMN
$1.29B
| $629K | ﹤0.01% |
19,426
+8,696
| +81% | +$224K |
|
2091
Hanmi Financial
HAFC
$943M
| $628K | ﹤0.01% |
19,371
+7,287
| +60% | +$217K |
|
2092
Univest Financial
UVSP
$1.18B
| $626K | ﹤0.01% |
14,311
+3,578
| +33% | +$140K |
|
2093
Capital Group Core Equity ETF
CGUS
$11.7B
| $626K | ﹤0.01% |
14,073
+5,431
| +63% | +$232K |
|
2094
First Mid Bancshares
FMBH
$1.36B
| $626K | ﹤0.01% |
13,013
-8,280
| -39% | -$365K |
|
2095
Invesco Preferred ETF
PGX
$3.65B
| $626K | ﹤0.01% |
57,718
+1,606
| +3% | +$17.7K |
|
2096
Tiptree Inc
TIPT
$663M
| $625K | ﹤0.01% |
34,897
+10,470
| +43% | +$181K |
|
2097
Washington Trust Bancorp
WASH
$763M
| $625K | ﹤0.01% |
17,141
+8,426
| +97% | +$282K |
|
|
UMH
2098
UMH Properties
UMH
$1.32B
| $623K | ﹤0.01% |
41,142
+20,655
| +101% | +$316K |
|
2099
TKO Group
TKO
$13.9B
| $622K | ﹤0.01% |
3,091
+627
| +25% | +$122K |
|
2100
iShares Core MSCI Pacific ETF
IPAC
$2.78B
| $622K | ﹤0.01% |
7,592
+556
| +8% | +$45.2K |
|
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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.