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
901
$2.35M 0.01%
129,386
-35,807
902
$2.35M 0.01%
22,365
+12,760
903
$2.34M 0.01%
18,208
+6,074
904
$2.34M 0.01%
39,161
+26,820
905
$2.34M 0.01%
+57,972
906
$2.33M 0.01%
78,192
+1,255
907
$2.33M 0.01%
19,982
+17,976
908
$2.32M 0.01%
63,579
-14,784
909
$2.31M 0.01%
58,096
-537
910
$2.3M 0.01%
33,248
+2,733
911
$2.29M 0.01%
45,620
+3,802
912
$2.29M 0.01%
17,701
+9,268
913
$2.29M 0.01%
+17,734
914
$2.28M 0.01%
42,567
+36,557
915
$2.28M 0.01%
+20,092
916
$2.27M 0.01%
42,241
+9,087
917
$2.26M 0.01%
11,921
+9,508
918
$2.26M 0.01%
133,940
+498
919
$2.25M 0.01%
34,922
+14,182
920
$2.25M 0.01%
29,423
-31,726
921
$2.25M 0.01%
28,185
+16,835
922
$2.24M 0.01%
10,985
-102
923
$2.23M 0.01%
5,643
+3,902
924
$2.23M 0.01%
+18,507
925
$2.22M 0.01%
29,917
+20,072
35 36
37
38 39