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
251
$26.2M 0.07%
1,492,111
+579,507
252
$26.1M 0.07%
269,739
+38,049
253
$26M 0.07%
1,143,805
-194,801
254
$25.9M 0.07%
236,095
-1,038
255
$25.6M 0.07%
47,716
+12,625
256
$25.4M 0.07%
132,484
+47,655
257
$25M 0.07%
83,341
+49,792
258
$24.9M 0.07%
62,926
-1,518
259
$24.7M 0.07%
285,493
+3,565
260
$24.6M 0.07%
103,937
-6,435
261
$24.2M 0.06%
143,204
+58,508
262
$24M 0.06%
1,179,984
-4,881
263
$23.9M 0.06%
61,684
+35,639
264
$23.6M 0.06%
41,286
+33,528
265
$23.2M 0.06%
558,531
-15,146
266
$23.2M 0.06%
647,654
+3,819
267
$23.1M 0.06%
899,700
-206,807
268
$22.9M 0.06%
248,994
+53,929
269
$22.9M 0.06%
138,960
+43,388
270
$22.9M 0.06%
519,683
-12,594
271
$22.6M 0.06%
118,878
-506,028
272
$22.6M 0.06%
267,918
-1,476
273
$22.2M 0.06%
107,597
+32,508
274
$22.1M 0.06%
106,729
+27,965
275
$22M 0.06%
144,108
+83,432
9 10
11
12 13