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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
SSTI icon
2351
SoundThinking
SSTI
$73.8M
$472K ﹤0.01%
52,105
+9,365
+22% +$66.9K
DLN icon
2352
WisdomTree US LargeCap Dividend Fund
DLN
$6.27B
$472K ﹤0.01%
4,895
+2,301
+89% +$217K
SMR icon
2353
NuScale Power
SMR
$3.49B
$471K ﹤0.01%
46,938
-4,897
-9% -$55.2K
MOV icon
2354
Movado Group
MOV
$731M
$470K ﹤0.01%
11,954
+3,393
+40% +$106K
UCB
2355
United Community Banks
UCB
$4.27B
$470K ﹤0.01%
13,391
+4,255
+47% +$142K
FBIZ icon
2356
First Business Financial Services
FBIZ
$609M
$470K ﹤0.01%
7,437
+2,708
+57% +$157K
ACDC icon
2357
ProFrac Holding
ACDC
$949M
$469K ﹤0.01%
80,729
+35,137
+77% +$237K
BDN
2358
Brandywine Realty Trust
BDN
$506M
$469K ﹤0.01%
147,943
+36,722
+33% +$110K
IOVA icon
2359
Iovance Biotherapeutics
IOVA
$4.19B
$468K ﹤0.01%
112,611
+94,614
+526% +$359K
INGM
2360
Ingram Micro Holding
INGM
$6.18B
$468K ﹤0.01%
17,048
+6,725
+65% +$189K
GEO icon
2361
The GEO Group
GEO
$4.14B
$467K ﹤0.01%
15,809
+1,559
+11% +$35.3K
QQQE icon
2362
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.41B
$467K ﹤0.01%
3,828
-884
-19% -$99.7K
TVTX icon
2363
Travere Therapeutics
TVTX
$6.2B
$467K ﹤0.01%
8,220
+1,002
+14% +$44.4K
LIT icon
2364
Global X Lithium & Battery Tech ETF
LIT
$1.47B
$466K ﹤0.01%
5,957
-1,159
-16% -$95.9K
HYLB icon
2365
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.48B
$465K ﹤0.01%
12,746
+19
+0.1% +$694
CENX icon
2366
Century Aluminum
CENX
$4.36B
$465K ﹤0.01%
10,111
-577
-5% -$34.7K
PEB icon
2367
Pebblebrook Hotel Trust
PEB
$2.01B
$465K ﹤0.01%
23,956
+3,519
+17% +$54.2K
BWZ icon
2368
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$327M
$464K ﹤0.01%
17,353
-1,779
-9% -$48.3K
BBEU icon
2369
JPMorgan BetaBuilders Europe ETF
BBEU
$9.2B
$463K ﹤0.01%
5,958
+1,099
+23% +$84.4K
MHO icon
2370
M/I Homes
MHO
$3.56B
$463K ﹤0.01%
2,880
+571
+25% +$76.4K
ERII icon
2371
Energy Recovery
ERII
$362M
$463K ﹤0.01%
51,285
+14,952
+41% +$142K
PI icon
2372
Impinj
PI
$5.4B
$462K ﹤0.01%
3,226
+104
+3% +$13.6K
NTSX icon
2373
WisdomTree US Efficient Core Fund
NTSX
$1.37B
$461K ﹤0.01%
7,804
– –
VUSE icon
2374
Vident US Equity Strategy ETF
VUSE
$671M
$459K ﹤0.01%
6,347
– –
CRC icon
2375
California Resources
CRC
$4.96B
$457K ﹤0.01%
8,650
+1,012
+13% +$62.3K
93 94
95
96 97

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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.