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
826
$2.91M 0.01%
9,644
+8,787
827
$2.91M 0.01%
31,223
-15,686
828
$2.9M 0.01%
25,893
+16,994
829
$2.89M 0.01%
102,695
-202,486
830
$2.89M 0.01%
9,224
+819
831
$2.88M 0.01%
21,328
-1,791
832
$2.88M 0.01%
1,605
+79
833
$2.87M 0.01%
162,230
+151,229
834
$2.87M 0.01%
12,874
+8,806
835
$2.86M 0.01%
34,746
-1,299,448
836
$2.85M 0.01%
23,654
+5,094
837
$2.85M 0.01%
87,203
-5,121
838
$2.84M 0.01%
21,248
+8,867
839
$2.83M 0.01%
28,010
+12,450
840
$2.82M 0.01%
112,726
+61,931
841
$2.82M 0.01%
58,089
+33,742
842
$2.8M 0.01%
10,347
+8,909
843
$2.78M 0.01%
23,316
+19,164
844
$2.78M 0.01%
41,979
+32,336
845
$2.78M 0.01%
97,997
-137,237
846
$2.77M 0.01%
20,723
+15,627
847
$2.77M 0.01%
10,131
+6,924
848
$2.76M 0.01%
65,468
+20,000
849
$2.76M 0.01%
240,120
+17,996
850
$2.75M 0.01%
31,999
+28,685
32 33
34
35 36