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
351
$15.3M 0.04%
721,175
+41,498
352
$15.2M 0.04%
69,489
+5,054
353
$15.1M 0.04%
92,582
+29,615
354
$15M 0.04%
80,209
+942
355
$15M 0.04%
265,453
-37,107
356
$14.7M 0.04%
391,154
-624,814
357
$14.7M 0.04%
304,570
+90,642
358
$14.7M 0.04%
357,642
+30,905
359
$14.7M 0.04%
255,213
-7,850
360
$14.6M 0.04%
112,713
+65,092
361
$14.5M 0.04%
53,762
-6,518
362
$14.4M 0.04%
14,944
+3,486
363
$14.4M 0.04%
89,064
+19,657
364
$14.3M 0.04%
278,097
+153,833
365
$14.3M 0.04%
364,108
-89,518
366
$14.3M 0.04%
96,449
+32,546
367
$14.3M 0.04%
244,071
-39,742
368
$14.3M 0.04%
311,330
-3,228
369
$14.2M 0.04%
165,318
+19,223
370
$14.2M 0.04%
283,975
+21,365
371
$14.1M 0.04%
770,558
+87,358
372
$14M 0.04%
131,995
+57,708
373
$13.9M 0.04%
87,658
+1,804
374
$13.9M 0.04%
100,239
+15,630
375
$13.9M 0.04%
460,268
+67,333
13 14
15
16 17