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
376
$13.8M 0.04%
825,045
+70,985
377
$13.7M 0.04%
159,533
+119,087
378
$13.7M 0.04%
638,348
+307,327
379
$13.6M 0.04%
356,942
+213,269
380
$13.6M 0.04%
91,491
+62,519
381
$13.6M 0.04%
106,589
-31,560
382
$13.5M 0.04%
199,621
+103,944
383
$13.5M 0.04%
102,456
+5,149
384
$13.4M 0.04%
254,146
+39,984
385
$13.4M 0.04%
124,558
-25,855
386
$13.4M 0.04%
231,687
+179,928
387
$13.3M 0.04%
336,224
+129,532
388
$13.2M 0.03%
521,525
-9,218,309
389
$13.1M 0.03%
99,301
+26,081
390
$13M 0.03%
52,020
+11,757
391
$13M 0.03%
373,580
+58,270
392
$13M 0.03%
260,066
-11,929
393
$12.9M 0.03%
686,494
+339,782
394
$12.8M 0.03%
175,483
+28,743
395
$12.8M 0.03%
916,914
+90,496
396
$12.7M 0.03%
+1,884,907
397
$12.6M 0.03%
55,287
+1,717
398
$12.2M 0.03%
56,851
+35,264
399
$12.2M 0.03%
204,323
+86,080
400
$12.2M 0.03%
1,385,144
+798,613
14 15
16
17 18