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
1051
$1.7M ﹤0.01%
13,591
-99
1052
$1.7M ﹤0.01%
94,811
-2,239
1053
$1.69M ﹤0.01%
57,363
+11,968
1054
$1.69M ﹤0.01%
+27,520
1055
$1.68M ﹤0.01%
42,799
+350
1056
$1.67M ﹤0.01%
44,471
+12,190
1057
$1.67M ﹤0.01%
22,907
+37
1058
$1.65M ﹤0.01%
22,149
-23,761
1059
$1.65M ﹤0.01%
52,596
-86
1060
$1.64M ﹤0.01%
31,796
+25,967
1061
$1.64M ﹤0.01%
14,144
+2,874
1062
$1.64M ﹤0.01%
+149,468
1063
$1.64M ﹤0.01%
19,786
+17,205
1064
$1.64M ﹤0.01%
16,698
-13,505
1065
$1.62M ﹤0.01%
49,557
-13,386
1066
$1.62M ﹤0.01%
7,412
+5,929
1067
$1.62M ﹤0.01%
562,146
+168,868
1068
$1.6M ﹤0.01%
+26,878
1069
$1.6M ﹤0.01%
36,637
+27,463
1070
$1.6M ﹤0.01%
200,984
+51,598
1071
$1.6M ﹤0.01%
35,009
+272
1072
$1.6M ﹤0.01%
15,010
+9,384
1073
$1.6M ﹤0.01%
39,690
-3,975
1074
$1.59M ﹤0.01%
182,264
+100,365
1075
$1.59M ﹤0.01%
51,993
+31,371
41 42
43
44 45