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
1026
$1.77M ﹤0.01%
30,163
-513
1027
$1.77M ﹤0.01%
45,265
+33,757
1028
$1.77M ﹤0.01%
54,531
+6,673
1029
$1.77M ﹤0.01%
12,309
+7,541
1030
$1.77M ﹤0.01%
54,115
+12,356
1031
$1.76M ﹤0.01%
67,174
+20,395
1032
$1.76M ﹤0.01%
30,378
-1,898
1033
$1.76M ﹤0.01%
4,856
1034
$1.75M ﹤0.01%
61,989
+16,927
1035
$1.75M ﹤0.01%
3,858
+3,055
1036
$1.75M ﹤0.01%
3,965
+1,498
1037
$1.74M ﹤0.01%
4,093
+3,167
1038
$1.74M ﹤0.01%
+12,761
1039
$1.74M ﹤0.01%
11,121
+6,266
1040
$1.74M ﹤0.01%
18,904
-1,382
1041
$1.74M ﹤0.01%
29,495
-5,634
1042
$1.74M ﹤0.01%
+49,170
1043
$1.73M ﹤0.01%
27,401
-1,375
1044
$1.73M ﹤0.01%
14,507
+309
1045
$1.73M ﹤0.01%
10,371
+5,211
1046
$1.73M ﹤0.01%
36,589
+19,664
1047
$1.72M ﹤0.01%
33,259
+1,301
1048
$1.71M ﹤0.01%
25,327
+19,187
1049
$1.71M ﹤0.01%
8,647
+6,643
1050
$1.71M ﹤0.01%
4,966
+1,741
40 41
42
43 44