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
1176
$1.25M ﹤0.01%
17,819
+6,893
1177
$1.25M ﹤0.01%
22,820
+9,650
1178
$1.25M ﹤0.01%
6,570
+459
1179
$1.24M ﹤0.01%
39,979
-4,837
1180
$1.24M ﹤0.01%
7,148
+2,382
1181
$1.24M ﹤0.01%
13,290
+9,388
1182
$1.24M ﹤0.01%
3,983
+20
1183
$1.24M ﹤0.01%
3,142
+2,116
1184
$1.23M ﹤0.01%
41,779
+32,927
1185
$1.23M ﹤0.01%
11,385
+1,123
1186
$1.23M ﹤0.01%
+26,908
1187
$1.23M ﹤0.01%
57,719
-15,596
1188
$1.22M ﹤0.01%
14,054
+5,721
1189
$1.22M ﹤0.01%
41,854
+17,905
1190
$1.21M ﹤0.01%
41,061
+1,777
1191
$1.21M ﹤0.01%
+13,031
1192
$1.21M ﹤0.01%
50,380
1193
$1.21M ﹤0.01%
+10,655
1194
$1.2M ﹤0.01%
44,622
+5,404
1195
$1.2M ﹤0.01%
32,358
+11,267
1196
$1.2M ﹤0.01%
+7,954
1197
$1.2M ﹤0.01%
41,623
+37,590
1198
$1.2M ﹤0.01%
48,020
-12,560
1199
$1.19M ﹤0.01%
24,875
+10,206
1200
$1.19M ﹤0.01%
31,885
+10,590
46 47
48
49 50