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
101
$81.7M 0.22%
759,289
+48,514
102
$81.4M 0.22%
194,732
+63,837
103
$80.2M 0.21%
219,291
-288,031
104
$78.8M 0.21%
220,256
+19,373
105
$78.8M 0.21%
382,450
-46,788
106
$77.7M 0.21%
2,675,823
-150,602
107
$76.5M 0.2%
302,694
-19,540
108
$76.3M 0.2%
674,286
+39,434
109
$75.3M 0.2%
695,279
-14,984
110
$75.3M 0.2%
1,035,964
+35,947
111
$74.6M 0.2%
1,133,266
+58,325
112
$73.5M 0.19%
3,174,736
-33,496
113
$73.5M 0.19%
434,260
+166,925
114
$73.5M 0.19%
777,303
-6,814
115
$73.2M 0.19%
493,059
+105,678
116
$73.1M 0.19%
228,089
+96,084
117
$72.9M 0.19%
1,140,321
+305,298
118
$72M 0.19%
1,988,487
+198,255
119
$71.9M 0.19%
1,956,662
+32,302
120
$71.2M 0.19%
774,228
+423,069
121
$70.5M 0.19%
2,439,031
-81,839
122
$70.1M 0.19%
151,429
+45,887
123
$69.7M 0.18%
840,141
+75,910
124
$69.6M 0.18%
163,594
+68,036
125
$69.2M 0.18%
258,278
+9,634
3 4
5
6 7