Cerity Partners

Cerity Partners Portfolio holdings

AUM $61.7B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.9B
AUM Growth
+$7.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,375
New
Increased
Reduced
Closed

Top Buys

1
+$582M
2
+$97.9M
3
+$90.7M
4
MRK icon
Merck
MRK
+$78.8M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$74.6M

Top Sells

1
+$3.23B
2
+$2.67B
3
+$1.71B
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.65B
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.44B

Sector Composition

1 Technology 15.01%
2 Financials 8.22%
3 Healthcare 7.85%
4 Consumer Staples 5.56%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30.6M 0.08%
291,759
-53,786
227
$30.4M 0.08%
+679,240
228
$30.2M 0.08%
118,269
+51,896
229
$30.1M 0.08%
110,899
+25,158
230
$29.9M 0.08%
57,574
+5,274
231
$29.3M 0.08%
127,051
+39,649
232
$28.9M 0.08%
51,981
+30,436
233
$28.6M 0.08%
492,550
+104,150
234
$28.2M 0.07%
283,032
-112,111
235
$28.1M 0.07%
287,176
+39,375
236
$28.1M 0.07%
516,821
+9,175
237
$28.1M 0.07%
576,967
-24,801
238
$27.9M 0.07%
219,257
+46,170
239
$27.7M 0.07%
234,140
-3,249
240
$27.7M 0.07%
1,663,023
-77,368
241
$27.4M 0.07%
613,376
+186,484
242
$27.4M 0.07%
210,648
+95,840
243
$27.3M 0.07%
223,529
+72,414
244
$26.9M 0.07%
91,629
+15,621
245
$26.9M 0.07%
77,490
+1,957
246
$26.6M 0.07%
203,665
+25,716
247
$26.5M 0.07%
262,912
-7,880
248
$26.3M 0.07%
1,907,571
+24,663
249
$26.3M 0.07%
553,623
+78,930
250
$26.3M 0.07%
208,601
-131,777
8 9
10
11 12