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
776
$3.43M 0.01%
15,851
+12,242
777
$3.42M 0.01%
33,862
+9,494
778
$3.41M 0.01%
180,971
+9,076
779
$3.39M 0.01%
68,059
+24,609
780
$3.39M 0.01%
28,346
+4,430
781
$3.38M 0.01%
30,984
-72
782
$3.37M 0.01%
31,130
+10,295
783
$3.35M 0.01%
14,262
+11,072
784
$3.35M 0.01%
58,266
+42,404
785
$3.33M 0.01%
16,800
+8,488
786
$3.31M 0.01%
144,114
-8,452,938
787
$3.3M 0.01%
70,452
+16,163
788
$3.29M 0.01%
116,336
-1,188
789
$3.29M 0.01%
69,548
+33,119
790
$3.29M 0.01%
10,664
+7,635
791
$3.28M 0.01%
35,498
+11,471
792
$3.24M 0.01%
34,566
+32,374
793
$3.21M 0.01%
12,844
+5,431
794
$3.2M 0.01%
49,003
+36,098
795
$3.18M 0.01%
229,349
+45,138
796
$3.18M 0.01%
269,904
+175,140
797
$3.17M 0.01%
121,252
-5,323
798
$3.13M 0.01%
120,550
+108,004
799
$3.12M 0.01%
21,794
+12,877
800
$3.12M 0.01%
19,401
+14,143
30 31
32
33 34