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
951
$2.08M 0.01%
+11,911
952
$2.08M 0.01%
38,083
+590
953
$2.07M 0.01%
28,151
-519
954
$2.06M 0.01%
27,324
+7,706
955
$2.05M 0.01%
12,229
+4,573
956
$2.05M 0.01%
17,237
+14,979
957
$2.04M 0.01%
475,553
+460,795
958
$2.03M 0.01%
+57,392
959
$2.03M 0.01%
31,076
+15,002
960
$2.03M 0.01%
10,705
+7,967
961
$2.02M 0.01%
46,443
+27,753
962
$2.02M 0.01%
73,700
+27,576
963
$2.01M 0.01%
20,883
+18,128
964
$2.01M 0.01%
20,652
+17,255
965
$2.01M 0.01%
13,635
+7,071
966
$2M 0.01%
254
+61
967
$2M 0.01%
16,093
+6,678
968
$2M 0.01%
19,245
-4,529
969
$2M 0.01%
53,132
-2,037
970
$2M 0.01%
10,033
-1,472
971
$2M 0.01%
124,544
+9,614
972
$1.99M 0.01%
28,134
+19,996
973
$1.99M 0.01%
115,364
+59,220
974
$1.98M 0.01%
36,771
-83,304
975
$1.97M 0.01%
24,921
+21,377
37 38
39
40 41