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
126
$66.6M 0.18%
671,346
-2,475
127
$66.1M 0.17%
2,367,080
-110,271
128
$65.5M 0.17%
85,887
-320,375
129
$64.6M 0.17%
738,141
+407,931
130
$63.9M 0.17%
365,503
+40,798
131
$63.3M 0.17%
184,510
+27,020
132
$62.9M 0.17%
242,573
+72,873
133
$62.6M 0.17%
727,085
-3,637,703
134
$62M 0.16%
654,321
-456,144
135
$59.2M 0.16%
1,365,169
+469,802
136
$58.9M 0.16%
247,258
-65,088
137
$58.7M 0.16%
370,388
+61,011
138
$57.9M 0.15%
127,239
+7,272
139
$57.5M 0.15%
958,695
-27,447,159
140
$57M 0.15%
2,077,035
+605,691
141
$56.9M 0.15%
564,501
-364,511
142
$56.6M 0.15%
322,275
+87,536
143
$56.6M 0.15%
415,888
+50,379
144
$56.4M 0.15%
353,979
-1,155,569
145
$55.6M 0.15%
169,680
+69,170
146
$55.6M 0.15%
464,279
-60,630
147
$55.5M 0.15%
2,736,784
-3,173,476
148
$53.8M 0.14%
237,310
-5,477,702
149
$53.6M 0.14%
74,507
+5,272
150
$53.6M 0.14%
76,699
+12,543
4 5
6
7 8