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
451
$10.3M 0.03%
241,509
-8,048
452
$10.2M 0.03%
193,212
+1,575
453
$10.2M 0.03%
198,668
+3,127
454
$10.1M 0.03%
1,525,319
-1,875
455
$10.1M 0.03%
126,216
-49,722
456
$10.1M 0.03%
21,041
-309,458
457
$10M 0.03%
447,324
-67,611
458
$10M 0.03%
283,544
+41,784
459
$10M 0.03%
128,982
-2,710
460
$10M 0.03%
54,957
+16,512
461
$9.94M 0.03%
141,193
+94,988
462
$9.93M 0.03%
832,615
+35,689
463
$9.9M 0.03%
307,011
+197,986
464
$9.89M 0.03%
3,137
+977
465
$9.81M 0.03%
116,943
+1,597
466
$9.79M 0.03%
204,558
+107,110
467
$9.75M 0.03%
118,871
+15,412
468
$9.75M 0.03%
80,177
+22,276
469
$9.73M 0.03%
168,050
+20,259
470
$9.72M 0.03%
171,930
+150,294
471
$9.65M 0.03%
458,416
+124,194
472
$9.62M 0.03%
174,940
-75
473
$9.58M 0.03%
115,225
+94,871
474
$9.57M 0.03%
142,235
-6,602,335
475
$9.55M 0.03%
125,286
+13,146
17 18
19
20 21