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
426
$11.4M 0.03%
383,222
+299,560
427
$11.4M 0.03%
44,610
+30,057
428
$11.4M 0.03%
58,322
+22,917
429
$11.3M 0.03%
206,196
+98,338
430
$11.1M 0.03%
249,739
+423
431
$11.1M 0.03%
33,198
+14,737
432
$11.1M 0.03%
304,493
+37,421
433
$11M 0.03%
631,963
+1,756
434
$11M 0.03%
110,239
-3,986
435
$10.9M 0.03%
46,403
+15,608
436
$10.9M 0.03%
189,970
+33,695
437
$10.8M 0.03%
233,171
+190,565
438
$10.8M 0.03%
137,184
+10,474
439
$10.8M 0.03%
134,265
+130,368
440
$10.8M 0.03%
134,567
+10,178
441
$10.8M 0.03%
552,406
+948
442
$10.8M 0.03%
291,497
+70,773
443
$10.6M 0.03%
89,011
+81,924
444
$10.5M 0.03%
47,396
+607
445
$10.4M 0.03%
41,508
+13,808
446
$10.4M 0.03%
26,193
+3,411
447
$10.4M 0.03%
77,571
+1,466
448
$10.4M 0.03%
41,876
+7,226
449
$10.4M 0.03%
179,830
+103,302
450
$10.3M 0.03%
278,101
-246,953
16 17
18
19 20