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
326
$17.1M 0.05%
100,396
+41,614
327
$17.1M 0.05%
376,596
+256,882
328
$17M 0.05%
138,323
-13,693
329
$17M 0.05%
154,991
-829
330
$17M 0.05%
675,843
+601,776
331
$16.9M 0.04%
95,963
-19,963
332
$16.9M 0.04%
270,551
+79,893
333
$16.7M 0.04%
100,195
+84,518
334
$16.6M 0.04%
346,860
-450,788
335
$16.6M 0.04%
326,626
+6,545
336
$16.5M 0.04%
375,649
+63,255
337
$16.4M 0.04%
139,727
+24,071
338
$16.4M 0.04%
217,935
+112,245
339
$16.4M 0.04%
192,418
+111,125
340
$16.4M 0.04%
40,460
+37,997
341
$16.3M 0.04%
506,592
+40,856
342
$16.3M 0.04%
426,764
+234,088
343
$16.2M 0.04%
71,926
+6,001
344
$16M 0.04%
177,450
+22,999
345
$15.9M 0.04%
109,346
-860
346
$15.8M 0.04%
482,650
+58,278
347
$15.7M 0.04%
308,195
+1,627
348
$15.6M 0.04%
67,887
+12,285
349
$15.5M 0.04%
100,539
+31,296
350
$15.5M 0.04%
226,441
-132,780
12 13
14
15 16