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
1151
$1.32M ﹤0.01%
16,129
+767
1152
$1.31M ﹤0.01%
16,748
+1,387
1153
$1.31M ﹤0.01%
+58,908
1154
$1.31M ﹤0.01%
+14,183
1155
$1.3M ﹤0.01%
21,564
+13,438
1156
$1.3M ﹤0.01%
9,847
+6,278
1157
$1.29M ﹤0.01%
5,491
+4,173
1158
$1.29M ﹤0.01%
26,396
+22,782
1159
$1.29M ﹤0.01%
+22,418
1160
$1.29M ﹤0.01%
39,629
-1,284
1161
$1.28M ﹤0.01%
87,490
+24,950
1162
$1.28M ﹤0.01%
5,581
+3,672
1163
$1.28M ﹤0.01%
35,681
+171
1164
$1.27M ﹤0.01%
22,325
+17,286
1165
$1.27M ﹤0.01%
12,023
+3,503
1166
$1.27M ﹤0.01%
28,491
+575
1167
$1.27M ﹤0.01%
17,025
+7,495
1168
$1.26M ﹤0.01%
+15,849
1169
$1.26M ﹤0.01%
6,554
+969
1170
$1.26M ﹤0.01%
2,578
+1,651
1171
$1.26M ﹤0.01%
18,404
+13,974
1172
$1.26M ﹤0.01%
15,837
+4,359
1173
$1.26M ﹤0.01%
21,336
-1,452
1174
$1.25M ﹤0.01%
7,637
+3,859
1175
$1.25M ﹤0.01%
10,040
+3,716
45 46
47
48 49