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
1126
$1.4M ﹤0.01%
+34,850
1127
$1.39M ﹤0.01%
18,366
+3,719
1128
$1.39M ﹤0.01%
+18,462
1129
$1.39M ﹤0.01%
133,044
+25,749
1130
$1.38M ﹤0.01%
14,630
-370
1131
$1.38M ﹤0.01%
20,985
+11,933
1132
$1.38M ﹤0.01%
38,866
-84
1133
$1.38M ﹤0.01%
29,846
+23,585
1134
$1.38M ﹤0.01%
6,386
+3,708
1135
$1.38M ﹤0.01%
33,699
-890,201
1136
$1.37M ﹤0.01%
54,259
+39,755
1137
$1.36M ﹤0.01%
25,631
+6,242
1138
$1.35M ﹤0.01%
35,704
+7,104
1139
$1.35M ﹤0.01%
36,874
+1,624
1140
$1.34M ﹤0.01%
101,314
1141
$1.34M ﹤0.01%
+17,125
1142
$1.33M ﹤0.01%
21,325
+852
1143
$1.33M ﹤0.01%
88,953
+20,903
1144
$1.33M ﹤0.01%
26,474
+10,673
1145
$1.33M ﹤0.01%
34,357
+28,549
1146
$1.33M ﹤0.01%
7,718
+3,115
1147
$1.33M ﹤0.01%
21,689
+8,646
1148
$1.32M ﹤0.01%
384,195
+216,484
1149
$1.32M ﹤0.01%
19,580
+14,575
1150
$1.32M ﹤0.01%
+11,723
44 45
46
47 48