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
676
$4.39M 0.01%
+1,362
677
$4.38M 0.01%
330,132
-275,925
678
$4.36M 0.01%
80,210
-10,188
679
$4.35M 0.01%
35,179
+5,117
680
$4.35M 0.01%
81,497
-1,926
681
$4.35M 0.01%
82,337
+36,104
682
$4.34M 0.01%
23,607
+15,430
683
$4.34M 0.01%
39,812
-210
684
$4.33M 0.01%
17,742
+16,032
685
$4.33M 0.01%
+530,359
686
$4.33M 0.01%
41,617
-31,148
687
$4.31M 0.01%
126,296
+99,856
688
$4.29M 0.01%
65,932
+30,974
689
$4.28M 0.01%
41,031
+15,974
690
$4.27M 0.01%
99,830
+74,468
691
$4.27M 0.01%
138,892
+63,208
692
$4.25M 0.01%
117,909
+87,928
693
$4.25M 0.01%
138,440
+111,993
694
$4.25M 0.01%
15,867
+10,150
695
$4.23M 0.01%
56,735
+38,041
696
$4.22M 0.01%
69,863
+3,210
697
$4.22M 0.01%
83,712
+31,476
698
$4.22M 0.01%
72,803
+2,039
699
$4.22M 0.01%
53,133
-1,163
700
$4.18M 0.01%
97,106
-167
26 27
28
29 30