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
176
$44M 0.12%
724,650
+403,630
177
$43.7M 0.12%
430,508
+31
178
$43.4M 0.11%
461,976
-23,829
179
$42.4M 0.11%
670,633
+410,965
180
$41.9M 0.11%
177,693
+159,846
181
$41.9M 0.11%
167,503
+10,851
182
$41.5M 0.11%
454,773
+3,930
183
$41.4M 0.11%
+474,681
184
$40.3M 0.11%
307,789
+46,492
185
$39.7M 0.1%
160,159
+42,342
186
$39.6M 0.1%
778,462
+5,160
187
$39.3M 0.1%
735,558
+89,597
188
$39.2M 0.1%
40,456
+16,911
189
$38.7M 0.1%
181,510
+13,309
190
$38.4M 0.1%
597,829
-2,036
191
$38.2M 0.1%
87,112
+56,610
192
$37.8M 0.1%
219,816
+74,020
193
$37.6M 0.1%
386,660
-3,034,730
194
$37.3M 0.1%
629,968
+104,583
195
$36.8M 0.1%
1,007,610
+207,174
196
$36.4M 0.1%
121,244
+66,231
197
$36.3M 0.1%
486,605
+83,112
198
$36M 0.1%
9,922
+2,775
199
$35.8M 0.09%
949,372
+724,317
200
$35.8M 0.09%
136,228
+3,828
6 7
8
9 10