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
626
$5.51M 0.01%
56,713
+19,109
627
$5.5M 0.01%
70,057
+30,011
628
$5.47M 0.01%
70,184
+64,727
629
$5.47M 0.01%
101,696
+6,011
630
$5.46M 0.01%
85,939
-10,378
631
$5.45M 0.01%
36,748
+27,803
632
$5.41M 0.01%
60,152
-1,938
633
$5.36M 0.01%
87,063
+5,233
634
$5.32M 0.01%
40,730
+23,386
635
$5.29M 0.01%
197,176
+177,612
636
$5.28M 0.01%
140,447
+77,373
637
$5.27M 0.01%
92,819
+51,519
638
$5.25M 0.01%
115,847
+103,051
639
$5.25M 0.01%
108,020
+26,346
640
$5.22M 0.01%
35,974
+20,307
641
$5.12M 0.01%
149,250
+136,727
642
$5.11M 0.01%
66,216
+20,634
643
$5.1M 0.01%
32,610
+20,671
644
$5.09M 0.01%
109,660
+4,850
645
$5.08M 0.01%
107,446
+43,466
646
$5.05M 0.01%
64,540
+21,685
647
$5.04M 0.01%
32,609
+26,537
648
$5.02M 0.01%
95,721
+564
649
$4.98M 0.01%
34,601
+11,853
650
$4.95M 0.01%
106,342
-22,836
24 25
26
27 28