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
401
$12.1M 0.03%
400,379
+93,771
402
$12M 0.03%
295,541
+26,023
403
$12M 0.03%
41,754
+5,993
404
$12M 0.03%
560,172
+25,304
405
$12M 0.03%
210,755
+110,718
406
$12M 0.03%
137,748
+86,246
407
$11.9M 0.03%
73,295
+26,432
408
$11.9M 0.03%
+143,804
409
$11.9M 0.03%
55,854
+6,369
410
$11.8M 0.03%
99,088
+11,461
411
$11.8M 0.03%
171,480
+118,461
412
$11.8M 0.03%
33,935
+28,228
413
$11.8M 0.03%
45,328
+39,824
414
$11.8M 0.03%
27,003
+5,478
415
$11.8M 0.03%
985,380
+44,254
416
$11.7M 0.03%
196,597
+333
417
$11.7M 0.03%
683,485
+492,570
418
$11.7M 0.03%
114,413
+36,496
419
$11.6M 0.03%
391,638
+99,419
420
$11.6M 0.03%
201,836
+152,679
421
$11.6M 0.03%
83,954
-3,954
422
$11.5M 0.03%
3,340,857
423
$11.5M 0.03%
280,279
+185,521
424
$11.4M 0.03%
325,302
+17,975
425
$11.4M 0.03%
+80,367
15 16
17
18 19