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
276
$21.9M 0.06%
871,876
+532,445
277
$21.8M 0.06%
324,644
+47,575
278
$21.8M 0.06%
215,592
+8,850
279
$21.7M 0.06%
97,302
-1,093,926
280
$21.7M 0.06%
230,294
+73,783
281
$21.6M 0.06%
249,818
+141,520
282
$21.5M 0.06%
605,801
+320
283
$21.4M 0.06%
238,232
+111,807
284
$21.2M 0.06%
496,069
+377,836
285
$21M 0.06%
179,846
-212,587
286
$21M 0.06%
85,789
+28,652
287
$20.8M 0.05%
821,376
+879
288
$20.7M 0.05%
201,082
-1,316
289
$20.5M 0.05%
266,810
+78,375
290
$20.5M 0.05%
701,789
+606
291
$20.3M 0.05%
217,775
-2,192
292
$20.3M 0.05%
211,950
-168,074
293
$20M 0.05%
177,841
+22,997
294
$20M 0.05%
76,802
+15,294
295
$20M 0.05%
79,107
+34,150
296
$19.8M 0.05%
448,999
+252,442
297
$19.7M 0.05%
400,094
+221,953
298
$19.6M 0.05%
333,263
+55,386
299
$19.5M 0.05%
224,232
+134,151
300
$19.4M 0.05%
399,354
+230,490
10 11
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