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
2026
$230K ﹤0.01%
+1,070
2027
$230K ﹤0.01%
+10,172
2028
$230K ﹤0.01%
+11,686
2029
$229K ﹤0.01%
10,688
-1,339
2030
$229K ﹤0.01%
+8,134
2031
$229K ﹤0.01%
+3,682
2032
$229K ﹤0.01%
+2,088
2033
$229K ﹤0.01%
6,133
+1,017
2034
$228K ﹤0.01%
+9,415
2035
$227K ﹤0.01%
15,883
+2,883
2036
$227K ﹤0.01%
2,407
-12,534
2037
$227K ﹤0.01%
+12,037
2038
$226K ﹤0.01%
29,978
+5,431
2039
$226K ﹤0.01%
+2,390
2040
$226K ﹤0.01%
+2,709
2041
$225K ﹤0.01%
+1,103
2042
$224K ﹤0.01%
1,250
-6
2043
$223K ﹤0.01%
10,005
+200
2044
$223K ﹤0.01%
+3,783
2045
$223K ﹤0.01%
+14,630
2046
$222K ﹤0.01%
+33,544
2047
$222K ﹤0.01%
+1,712
2048
$221K ﹤0.01%
+2,389
2049
$221K ﹤0.01%
+3,325
2050
$221K ﹤0.01%
29,729
+14,588
80 81
82
83 84