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
476
$9.51M 0.03%
177,895
-2,783
477
$9.49M 0.03%
51,163
-6,258
478
$9.43M 0.02%
596,444
-98,920
479
$9.42M 0.02%
36,409
+310
480
$9.42M 0.02%
322,811
+33,262
481
$9.33M 0.02%
90,314
+19,185
482
$9.29M 0.02%
52,427
+9,852
483
$9.14M 0.02%
327,660
+272,656
484
$9.11M 0.02%
+237,179
485
$9.05M 0.02%
170,037
-167,325
486
$8.93M 0.02%
538,142
+38,438
487
$8.93M 0.02%
74,401
-9,510
488
$8.83M 0.02%
114,984
+14,257
489
$8.78M 0.02%
54,285
+8,711
490
$8.77M 0.02%
31,170
+3,529
491
$8.73M 0.02%
162,248
+125,442
492
$8.71M 0.02%
121,295
-63,034
493
$8.71M 0.02%
52,855
+37,860
494
$8.69M 0.02%
346,930
+12,009
495
$8.64M 0.02%
60,909
+17,712
496
$8.62M 0.02%
119,978
+25,948
497
$8.6M 0.02%
59,520
-2,665
498
$8.59M 0.02%
43,480
+3,456
499
$8.59M 0.02%
434,483
+337,660
500
$8.54M 0.02%
25,610
+8,791
18 19
20
21 22