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
926
$2.22M 0.01%
18,190
+11,206
927
$2.21M 0.01%
11,549
+5,466
928
$2.2M 0.01%
68,294
-3,313
929
$2.2M 0.01%
+43,261
930
$2.2M 0.01%
16,118
+13,385
931
$2.19M 0.01%
38,064
+21,456
932
$2.18M 0.01%
+18,652
933
$2.18M 0.01%
5,562
+2,685
934
$2.18M 0.01%
25,900
-117
935
$2.17M 0.01%
676,244
+540,592
936
$2.17M 0.01%
7,887
+3,948
937
$2.17M 0.01%
+21,149
938
$2.16M 0.01%
62,943
+292
939
$2.15M 0.01%
108,095
+9,108
940
$2.15M 0.01%
53,027
+250
941
$2.14M 0.01%
35,473
+30,526
942
$2.14M 0.01%
11,889
+10,322
943
$2.13M 0.01%
3,142
+2,264
944
$2.13M 0.01%
36,624
-19,991
945
$2.12M 0.01%
72,072
+12,250
946
$2.11M 0.01%
21,817
+10,396
947
$2.1M 0.01%
327,798
+102,782
948
$2.1M 0.01%
11,522
-2,072
949
$2.09M 0.01%
94,910
+34,555
950
$2.08M 0.01%
106,043
+3,543
36 37
38
39 40