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
1101
$1.49M ﹤0.01%
+98,796
1102
$1.49M ﹤0.01%
11,426
+9,790
1103
$1.48M ﹤0.01%
42,540
+5,220
1104
$1.48M ﹤0.01%
38,043
-133,962
1105
$1.47M ﹤0.01%
49,144
-5,909
1106
$1.47M ﹤0.01%
7,586
+14
1107
$1.46M ﹤0.01%
5,024
+3,513
1108
$1.46M ﹤0.01%
95,361
+85,326
1109
$1.46M ﹤0.01%
40,689
+24,162
1110
$1.45M ﹤0.01%
3,603
+2,490
1111
$1.45M ﹤0.01%
48,202
+25
1112
$1.45M ﹤0.01%
36,863
+19,579
1113
$1.45M ﹤0.01%
33,456
+10,268
1114
$1.45M ﹤0.01%
14,748
+3,968
1115
$1.44M ﹤0.01%
11,708
+8,641
1116
$1.44M ﹤0.01%
10,844
+2,876
1117
$1.44M ﹤0.01%
102,834
+38,879
1118
$1.43M ﹤0.01%
16,825
-135
1119
$1.43M ﹤0.01%
60,250
+4,253
1120
$1.43M ﹤0.01%
44,781
+24,110
1121
$1.43M ﹤0.01%
28,897
+10,308
1122
$1.43M ﹤0.01%
71,160
1123
$1.42M ﹤0.01%
40,004
+15,298
1124
$1.41M ﹤0.01%
3,443
+2,440
1125
$1.4M ﹤0.01%
55,392
+357
43 44
45
46 47