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
576
$6.51M 0.02%
366,980
+295
577
$6.5M 0.02%
4,299
+2,025
578
$6.47M 0.02%
73,017
+16,977
579
$6.47M 0.02%
44,638
+9,701
580
$6.43M 0.02%
165,104
+88,715
581
$6.42M 0.02%
56,240
+1,257
582
$6.36M 0.02%
50,411
+607
583
$6.35M 0.02%
72,843
+33,790
584
$6.3M 0.02%
271,017
+155,885
585
$6.29M 0.02%
42,231
+5,377
586
$6.28M 0.02%
36,311
+16,852
587
$6.24M 0.02%
85,696
-319
588
$6.23M 0.02%
86,044
+3,156
589
$6.22M 0.02%
17,516
+6,821
590
$6.21M 0.02%
60,249
+10,635
591
$6.18M 0.02%
249,998
+80,958
592
$6.18M 0.02%
60,430
+32,985
593
$6.17M 0.02%
106,041
+30,207
594
$6.15M 0.02%
108,745
-2,333
595
$6.15M 0.02%
189,199
-296,675
596
$6.1M 0.02%
37,102
+20,717
597
$6.1M 0.02%
39,655
+16,635
598
$6.02M 0.02%
30,374
+1,679
599
$6.01M 0.02%
106,066
+1,154
600
$5.92M 0.02%
68,640
+51,431
22 23
24
25 26