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
301
$19.4M 0.05%
83,784
+4,030
302
$19.3M 0.05%
105,590
+68,692
303
$19.3M 0.05%
31,401
+26,610
304
$19.2M 0.05%
118,563
+5,732
305
$19.1M 0.05%
370,522
+32,869
306
$19M 0.05%
47,673
+30,119
307
$19M 0.05%
91,331
+4,927
308
$18.9M 0.05%
222,237
+37,135
309
$18.8M 0.05%
483,076
-51,128
310
$18.8M 0.05%
730,410
+179,820
311
$18.7M 0.05%
505,992
+48,069
312
$18.4M 0.05%
192,390
-32,705
313
$18.3M 0.05%
273,485
+23,403
314
$18.3M 0.05%
315,023
+19,159
315
$18.2M 0.05%
64,286
+35,374
316
$18.1M 0.05%
666,868
+21,551
317
$17.7M 0.05%
28
+4
318
$17.6M 0.05%
55,424
+54,547
319
$17.6M 0.05%
64,903
+9,829
320
$17.6M 0.05%
250,813
+137,259
321
$17.4M 0.05%
4,319,221
+2,023
322
$17.2M 0.05%
134,828
+7,348
323
$17.2M 0.05%
184,238
+16,132
324
$17.2M 0.05%
253,385
+2,288
325
$17.2M 0.05%
+1,439,033
11 12
13
14 15