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
151
$53.5M 0.14%
282,143
+50,916
152
$53.1M 0.14%
+539,065
153
$52.6M 0.14%
857,913
+265,458
154
$51.3M 0.14%
128,684
+22,485
155
$50.9M 0.13%
257,292
+23,321
156
$50.8M 0.13%
246,798
+122,342
157
$50.7M 0.13%
200,957
+49,959
158
$50.6M 0.13%
1,209,594
+29,666
159
$50.4M 0.13%
199,002
+64,053
160
$50.2M 0.13%
90,171
-3,142
161
$50M 0.13%
596,033
-199,098
162
$48.8M 0.13%
371,830
+122,495
163
$48.8M 0.13%
1,129,984
-1,054,802
164
$48.1M 0.13%
821,438
+371,436
165
$47.3M 0.12%
428,129
-113,253
166
$47.3M 0.12%
883,419
+507,727
167
$47M 0.12%
225,214
+67,607
168
$46.9M 0.12%
114,847
+9,609
169
$46M 0.12%
+329,102
170
$45.9M 0.12%
655,269
+103,147
171
$45.6M 0.12%
3,600,932
+26,332
172
$45.4M 0.12%
662,767
+111,346
173
$45.2M 0.12%
367,836
+24,567
174
$45.1M 0.12%
455,794
-9,802
175
$44.4M 0.12%
231,816
-508
5 6
7
8 9