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
201
$35.3M 0.09%
97,418
-492,645
202
$34M 0.09%
372,557
-1,174,854
203
$33.9M 0.09%
646,915
-37,205
204
$33.9M 0.09%
246,384
+90,011
205
$33.9M 0.09%
258,964
+18,958
206
$33.6M 0.09%
185,217
+19,292
207
$33.5M 0.09%
187,309
-618,622
208
$33.3M 0.09%
330,965
+13,950
209
$33M 0.09%
163,568
+25,370
210
$32.9M 0.09%
121,701
+5,589
211
$32.8M 0.09%
322,955
-2,515
212
$32.4M 0.09%
638,113
-26,484
213
$32.3M 0.09%
422,973
-333,450
214
$32.2M 0.09%
872,265
+402,560
215
$32.2M 0.09%
140,929
-274,767
216
$32.1M 0.08%
137,578
+31,285
217
$31.8M 0.08%
1,636,098
-123,046
218
$31.6M 0.08%
56,395
+6,830
219
$31.5M 0.08%
100,728
+33,380
220
$31.4M 0.08%
+75,130
221
$31.3M 0.08%
348,007
+4,596
222
$31.2M 0.08%
200,798
+23,497
223
$30.9M 0.08%
127,395
+7,668
224
$30.8M 0.08%
897,411
+46,239
225
$30.7M 0.08%
323,559
+62,152
7 8
9
10 11