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
1076
$1.59M ﹤0.01%
32,883
+1,490
1077
$1.58M ﹤0.01%
212,899
+109,691
1078
$1.58M ﹤0.01%
194,871
+32,252
1079
$1.57M ﹤0.01%
112,871
+49,903
1080
$1.56M ﹤0.01%
18,218
+12,599
1081
$1.56M ﹤0.01%
+5,349
1082
$1.56M ﹤0.01%
6,089
+3,132
1083
$1.56M ﹤0.01%
43,384
-71,495
1084
$1.55M ﹤0.01%
29,090
+23,918
1085
$1.55M ﹤0.01%
1,241
+737
1086
$1.55M ﹤0.01%
90,972
-341,781
1087
$1.55M ﹤0.01%
+16,350
1088
$1.54M ﹤0.01%
41,062
1089
$1.54M ﹤0.01%
38,008
+16,985
1090
$1.54M ﹤0.01%
7,229
+4,856
1091
$1.53M ﹤0.01%
9,952
+5,241
1092
$1.53M ﹤0.01%
39,453
+7,561
1093
$1.53M ﹤0.01%
36,766
+28,014
1094
$1.52M ﹤0.01%
56,331
+3,165
1095
$1.51M ﹤0.01%
17,570
+14,678
1096
$1.51M ﹤0.01%
158,857
1097
$1.51M ﹤0.01%
28,965
+6,107
1098
$1.51M ﹤0.01%
+151,268
1099
$1.5M ﹤0.01%
33,015
+13,206
1100
$1.49M ﹤0.01%
18,253
+4,051
42 43
44
45 46