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
651
$4.93M 0.01%
76,506
+72,014
652
$4.92M 0.01%
125,317
-1,215
653
$4.9M 0.01%
351,564
+176,861
654
$4.88M 0.01%
51,432
-114,321
655
$4.87M 0.01%
16,741
+11,238
656
$4.84M 0.01%
42,403
+2,119
657
$4.83M 0.01%
154,857
+76,302
658
$4.83M 0.01%
137,388
+37,888
659
$4.8M 0.01%
112,238
+36,821
660
$4.8M 0.01%
228,075
661
$4.73M 0.01%
96,377
+63,876
662
$4.72M 0.01%
42,796
+1,823
663
$4.67M 0.01%
41,499
+38,768
664
$4.66M 0.01%
67,372
+41,728
665
$4.64M 0.01%
10,735
+5,289
666
$4.63M 0.01%
29,696
+12,714
667
$4.61M 0.01%
103,529
-4,509
668
$4.57M 0.01%
56,987
+12,307
669
$4.55M 0.01%
75,308
-8,251
670
$4.54M 0.01%
67,228
+13,791
671
$4.52M 0.01%
100,051
+55,252
672
$4.51M 0.01%
67,166
-1,849
673
$4.4M 0.01%
138,964
-30,941
674
$4.39M 0.01%
14,117
+8,602
675
$4.39M 0.01%
117,441
+14,836
25 26
27
28 29