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
526
$7.75M 0.02%
26,722
+5,055
527
$7.74M 0.02%
62,542
+11,505
528
$7.72M 0.02%
54,975
+8,975
529
$7.7M 0.02%
55,896
+40,032
530
$7.56M 0.02%
131,114
+21,499
531
$7.53M 0.02%
+95,872
532
$7.5M 0.02%
159,614
+96,080
533
$7.5M 0.02%
76,252
+6,098
534
$7.5M 0.02%
207,343
+74,599
535
$7.49M 0.02%
38,732
+17,646
536
$7.46M 0.02%
13,307
+5,628
537
$7.45M 0.02%
129,534
+11,846
538
$7.42M 0.02%
6,023
-199,617
539
$7.39M 0.02%
57,314
+43,335
540
$7.35M 0.02%
116,510
+106,026
541
$7.32M 0.02%
7,200
+2,138
542
$7.27M 0.02%
42,221
+19,772
543
$7.26M 0.02%
21,139
+5,624
544
$7.24M 0.02%
181,770
+12,731
545
$7.22M 0.02%
4,804
+1,377
546
$7.19M 0.02%
442,786
+251,552
547
$7.18M 0.02%
271,776
+144,448
548
$7.18M 0.02%
49,321
+15,836
549
$7.17M 0.02%
256,309
+2,187
550
$7.15M 0.02%
18,296
+6,933
20 21
22
23 24