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
726
$3.93M 0.01%
9,458
+7,742
727
$3.92M 0.01%
12,347
+11,082
728
$3.91M 0.01%
52,783
+28,569
729
$3.91M 0.01%
14,391
+13,253
730
$3.9M 0.01%
32,442
+17
731
$3.9M 0.01%
93,807
+2,624
732
$3.9M 0.01%
59,212
-344
733
$3.89M 0.01%
85,312
-9,907
734
$3.89M 0.01%
188,459
+138,817
735
$3.88M 0.01%
180,340
+106,120
736
$3.87M 0.01%
94,221
+677
737
$3.87M 0.01%
30,076
+26,380
738
$3.86M 0.01%
29,262
+4,086
739
$3.85M 0.01%
36,354
+27,852
740
$3.84M 0.01%
64,482
+46,501
741
$3.84M 0.01%
26,372
+16,361
742
$3.83M 0.01%
57,434
+42,165
743
$3.82M 0.01%
78,075
+1,949
744
$3.81M 0.01%
59,730
+38,535
745
$3.81M 0.01%
59,204
+51,720
746
$3.81M 0.01%
26,130
+20,058
747
$3.78M 0.01%
+100,032
748
$3.76M 0.01%
56,487
-639
749
$3.76M 0.01%
27,021
+13,591
750
$3.76M 0.01%
19,500
+5,212
28 29
30
31 32