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
1001
$1.86M ﹤0.01%
44,707
+32,052
1002
$1.86M ﹤0.01%
66,520
+31,670
1003
$1.85M ﹤0.01%
19,252
+12,943
1004
$1.84M ﹤0.01%
30,491
+8,781
1005
$1.84M ﹤0.01%
6,208
-1,730
1006
$1.83M ﹤0.01%
45,483
-2,458
1007
$1.83M ﹤0.01%
89,429
-20,391
1008
$1.83M ﹤0.01%
11,658
+7,782
1009
$1.83M ﹤0.01%
25,845
+14,035
1010
$1.82M ﹤0.01%
+31,909
1011
$1.82M ﹤0.01%
82,263
+30,737
1012
$1.81M ﹤0.01%
33,934
-26,385
1013
$1.81M ﹤0.01%
23,097
+12,773
1014
$1.81M ﹤0.01%
25,481
+9,780
1015
$1.81M ﹤0.01%
1,105
+283
1016
$1.81M ﹤0.01%
35,333
+6,302
1017
$1.8M ﹤0.01%
22,221
+14,048
1018
$1.8M ﹤0.01%
22,393
+11,870
1019
$1.79M ﹤0.01%
18,538
+15,212
1020
$1.79M ﹤0.01%
21,121
+12,622
1021
$1.79M ﹤0.01%
29,414
1022
$1.78M ﹤0.01%
+34,294
1023
$1.78M ﹤0.01%
43,911
+3,185
1024
$1.78M ﹤0.01%
+61,405
1025
$1.78M ﹤0.01%
38,446
+25,707
39 40
41
42 43