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
801
$3.09M 0.01%
27,660
+9,145
802
$3.06M 0.01%
62,534
+11,338
803
$3.06M 0.01%
109,036
-25,200
804
$3.05M 0.01%
132,682
-487,757
805
$3.05M 0.01%
47,395
+34,451
806
$3.05M 0.01%
47,445
+23,197
807
$3.04M 0.01%
15,124
+6,153
808
$3.03M 0.01%
40,992
+26,567
809
$3.03M 0.01%
22,835
+10,062
810
$3.02M 0.01%
112,527
-3,208
811
$3.02M 0.01%
19,796
+9,509
812
$3.02M 0.01%
38,635
+34,753
813
$3.02M 0.01%
19,348
+8,153
814
$3.01M 0.01%
35,569
+11,760
815
$3.01M 0.01%
11,623
+6,984
816
$3.01M 0.01%
108,705
+93,852
817
$2.99M 0.01%
22,682
+1,399
818
$2.96M 0.01%
76,625
-28
819
$2.95M 0.01%
609,241
+238,596
820
$2.94M 0.01%
52,813
+2,529
821
$2.93M 0.01%
18,903
+1,210
822
$2.93M 0.01%
163,257
+76,487
823
$2.92M 0.01%
155,724
+127,968
824
$2.92M 0.01%
16,178
-3,222
825
$2.91M 0.01%
14,681
+13,436
31 32
33
34 35