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
976
$1.97M 0.01%
7,558
+3,098
977
$1.97M 0.01%
18,821
-3,153,402
978
$1.97M 0.01%
62,242
-48,727
979
$1.96M 0.01%
99,881
+88,028
980
$1.96M 0.01%
+74,726
981
$1.96M 0.01%
79,223
+17,877
982
$1.95M 0.01%
9,973
+6,008
983
$1.94M 0.01%
10,406
-243
984
$1.94M 0.01%
20,248
+16,974
985
$1.94M 0.01%
13,467
+11,734
986
$1.93M 0.01%
79,594
+542
987
$1.93M 0.01%
20,732
+16,202
988
$1.92M 0.01%
35,247
+9,659
989
$1.92M 0.01%
7,099
+5,629
990
$1.91M 0.01%
45,366
+6,979
991
$1.9M 0.01%
35,191
+15,436
992
$1.9M 0.01%
+42,512
993
$1.9M 0.01%
+116,744
994
$1.9M 0.01%
424,169
-93,412
995
$1.89M 0.01%
18,813
+15,598
996
$1.89M 0.01%
105,481
+26,762
997
$1.89M 0.01%
21,275
+1,279
998
$1.88M 0.01%
60,059
+42,805
999
$1.87M ﹤0.01%
17,548
+9,145
1000
$1.87M ﹤0.01%
169,825
+37,567
38 39
40
41 42