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
876
$2.58M 0.01%
15,426
+8,959
877
$2.54M 0.01%
+10,935
878
$2.54M 0.01%
40,400
+20,288
879
$2.53M 0.01%
44,266
+37,021
880
$2.51M 0.01%
24,081
+21,443
881
$2.51M 0.01%
+69,100
882
$2.49M 0.01%
11,679
+7,395
883
$2.48M 0.01%
12,059
+10,692
884
$2.47M 0.01%
24,088
+17,952
885
$2.47M 0.01%
73,724
+54,508
886
$2.47M 0.01%
343,262
+68,507
887
$2.47M 0.01%
34,153
-1,469
888
$2.46M 0.01%
617,293
+254,649
889
$2.44M 0.01%
164,221
+129,830
890
$2.42M 0.01%
45,922
+12,390
891
$2.42M 0.01%
39,674
+33,631
892
$2.42M 0.01%
32,874
+21,241
893
$2.41M 0.01%
29,533
+18,621
894
$2.41M 0.01%
56,775
+51,039
895
$2.4M 0.01%
27,806
+7,105
896
$2.39M 0.01%
94,440
-1,406
897
$2.37M 0.01%
31,172
-6,305,543
898
$2.36M 0.01%
34,127
+30,417
899
$2.35M 0.01%
62,317
+39,237
900
$2.35M 0.01%
21,594
+7,044
34 35
36
37 38