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
551
$7.14M 0.02%
72,453
-3,689
552
$7.11M 0.02%
141,314
+44,937
553
$7.11M 0.02%
+404,704
554
$7.09M 0.02%
43,872
+4,286
555
$7.07M 0.02%
13,101
+6,641
556
$7.02M 0.02%
86,488
+51,875
557
$7.01M 0.02%
51,499
+22,596
558
$7M 0.02%
322,650
-33,364
559
$6.98M 0.02%
76,866
+19,703
560
$6.97M 0.02%
62,512
+23,329
561
$6.87M 0.02%
241,126
+140,388
562
$6.84M 0.02%
59,652
+4,017
563
$6.81M 0.02%
536,384
+314,685
564
$6.75M 0.02%
80,441
+44,306
565
$6.71M 0.02%
30,601
+17,941
566
$6.67M 0.02%
36,067
+13,766
567
$6.63M 0.02%
172,356
-3,239
568
$6.58M 0.02%
111,955
+63,525
569
$6.58M 0.02%
43,259
+5,108
570
$6.58M 0.02%
7,966
+4,724
571
$6.57M 0.02%
19,667
+1,887
572
$6.54M 0.02%
130,089
-3,134
573
$6.52M 0.02%
46,416
+33,676
574
$6.52M 0.02%
33,792
+16,844
575
$6.51M 0.02%
228,336
-23,286
21 22
23
24 25