Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$540M
2
+$93M
3
+$87.2M
4
MRK icon
Merck
MRK
+$73.5M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$71.9M

Top Sells

1
+$3.4B
2
+$2.55B
3
+$1.65B
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.6B
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37B

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
751
$3.75M 0.01%
41,874
+36,882
752
$3.74M 0.01%
48,612
+20,856
753
$3.72M 0.01%
13,542
+11,622
754
$3.72M 0.01%
163,369
-36,994
755
$3.68M 0.01%
77,572
-23,729
756
$3.65M 0.01%
49,398
+42,596
757
$3.65M 0.01%
+52,349
758
$3.65M 0.01%
26,284
-437,689
759
$3.64M 0.01%
220,929
+56,382
760
$3.6M 0.01%
47,631
+42,836
761
$3.55M 0.01%
70,629
+831
762
$3.55M 0.01%
225,427
+17,718
763
$3.55M 0.01%
2,678
+988
764
$3.52M 0.01%
38,435
+32,917
765
$3.52M 0.01%
13,309
+8,357
766
$3.52M 0.01%
6,725
+5,202
767
$3.51M 0.01%
72,742
+62,147
768
$3.51M 0.01%
89,136
+43,154
769
$3.5M 0.01%
64,673
-335,869
770
$3.49M 0.01%
+353,840
771
$3.49M 0.01%
139,666
+128,328
772
$3.48M 0.01%
82,379
+62,792
773
$3.46M 0.01%
34,850
+9,119
774
$3.45M 0.01%
13,022
+930
775
$3.44M 0.01%
17,016
+14,150
29 30
31
32 33