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
701
$4.17M 0.01%
7,953
+6,747
702
$4.16M 0.01%
21,682
+2,005
703
$4.15M 0.01%
48,864
+44,781
704
$4.14M 0.01%
50,372
+19,621
705
$4.13M 0.01%
20,149
+11,860
706
$4.11M 0.01%
21,333
-10,365
707
$4.11M 0.01%
125,244
-89,344
708
$4.08M 0.01%
346,928
+104,330
709
$4.07M 0.01%
34,919
+32,824
710
$4.07M 0.01%
30,480
+4,568
711
$4.07M 0.01%
557,227
+10,662
712
$4.07M 0.01%
21,361
+15,346
713
$4.06M 0.01%
57,406
-20,785
714
$4.05M 0.01%
342,165
+150,680
715
$4.05M 0.01%
66,581
+51,673
716
$4.04M 0.01%
65,560
-414
717
$4.04M 0.01%
43,709
-9,360
718
$4.03M 0.01%
19,404
+12,960
719
$4.02M 0.01%
16,075
+14,742
720
$4.02M 0.01%
79,331
-10,934
721
$4.02M 0.01%
52,287
+6,125
722
$3.99M 0.01%
38,403
+671
723
$3.97M 0.01%
28,756
+24,392
724
$3.94M 0.01%
119,537
-11,064
725
$3.93M 0.01%
140,882
+98,846
27 28
29
30 31