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
2001
$239K ﹤0.01%
+7,186
2002
$238K ﹤0.01%
+3,629
2003
$238K ﹤0.01%
+14,319
2004
$237K ﹤0.01%
+11,184
2005
$237K ﹤0.01%
+6,200
2006
$235K ﹤0.01%
+1,860
2007
$235K ﹤0.01%
150,312
+116,368
2008
$235K ﹤0.01%
4,621
+313
2009
$234K ﹤0.01%
6,040
-1,060
2010
$234K ﹤0.01%
+1,673
2011
$234K ﹤0.01%
12,073
-220,066
2012
$234K ﹤0.01%
+31,736
2013
$233K ﹤0.01%
1,883
2014
$233K ﹤0.01%
+2,010
2015
$233K ﹤0.01%
+4,811
2016
$233K ﹤0.01%
8,592
-7,254
2017
$232K ﹤0.01%
+9,441
2018
$232K ﹤0.01%
5,100
2019
$232K ﹤0.01%
4,674
2020
$232K ﹤0.01%
+2,000
2021
$231K ﹤0.01%
+3,486
2022
$231K ﹤0.01%
+7,012
2023
$231K ﹤0.01%
+2,520
2024
$230K ﹤0.01%
8,756
-61,939
2025
$230K ﹤0.01%
+9,386
79 80
81
82 83