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
601
$5.91M 0.02%
106,933
-16,467
602
$5.88M 0.02%
24,210
+6,582
603
$5.86M 0.02%
64,589
+18,660
604
$5.85M 0.02%
80,178
+16,828
605
$5.83M 0.02%
135,163
+113,821
606
$5.81M 0.02%
37,521
-4,654
607
$5.76M 0.02%
134,561
-21,653
608
$5.76M 0.02%
114,711
-43,911
609
$5.75M 0.02%
59,887
+3,369
610
$5.73M 0.02%
36,080
+13,294
611
$5.72M 0.02%
60,230
-2,208
612
$5.71M 0.02%
65,190
+41,862
613
$5.7M 0.02%
671,488
+519,253
614
$5.69M 0.02%
273,297
+31,150
615
$5.68M 0.02%
45,577
+42,648
616
$5.68M 0.02%
195,894
+151,119
617
$5.68M 0.02%
85,032
+14,119
618
$5.67M 0.02%
55,071
+5,490
619
$5.67M 0.02%
177,266
+49,970
620
$5.65M 0.01%
71,888
-4,980
621
$5.65M 0.01%
56,454
+53,707
622
$5.64M 0.01%
87,080
+21,758
623
$5.63M 0.01%
11,808
+7,779
624
$5.62M 0.01%
76,807
-744
625
$5.6M 0.01%
361,602
+6,573
23 24
25
26 27