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
851
$2.74M 0.01%
37,604
+32,418
852
$2.74M 0.01%
4,369
+1,771
853
$2.73M 0.01%
63,128
+22,525
854
$2.73M 0.01%
31,240
-2,054
855
$2.73M 0.01%
7,613
+2,015
856
$2.73M 0.01%
132,512
+14,360
857
$2.69M 0.01%
225,245
+212,137
858
$2.69M 0.01%
15,672
+13,474
859
$2.69M 0.01%
23,987
+5,985
860
$2.69M 0.01%
33,895
+18,571
861
$2.68M 0.01%
26,805
+22,162
862
$2.68M 0.01%
7,749
+6,858
863
$2.67M 0.01%
150,454
+57,970
864
$2.67M 0.01%
15,527
+9,407
865
$2.67M 0.01%
84,500
+2,026
866
$2.66M 0.01%
7,594
+6,611
867
$2.66M 0.01%
71,386
+43,192
868
$2.66M 0.01%
+104,264
869
$2.65M 0.01%
46,106
+78
870
$2.63M 0.01%
50,757
+41,820
871
$2.63M 0.01%
39,151
-11,514
872
$2.62M 0.01%
48,807
+26,883
873
$2.61M 0.01%
12,742
+5,080
874
$2.61M 0.01%
24,957
+10,005
875
$2.59M 0.01%
24,382
+8,591
33 34
35
36 37