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
1201
$1.19M ﹤0.01%
125,811
+59,378
1202
$1.19M ﹤0.01%
11,763
-1,602
1203
$1.18M ﹤0.01%
121,943
-1,300
1204
$1.18M ﹤0.01%
+57,382
1205
$1.18M ﹤0.01%
+8,951
1206
$1.18M ﹤0.01%
+14,762
1207
$1.17M ﹤0.01%
+19,366
1208
$1.17M ﹤0.01%
42,724
+9,824
1209
$1.17M ﹤0.01%
+51,551
1210
$1.17M ﹤0.01%
17,853
+13,106
1211
$1.16M ﹤0.01%
+69,471
1212
$1.16M ﹤0.01%
98,357
1213
$1.16M ﹤0.01%
+5,278
1214
$1.16M ﹤0.01%
+8,374
1215
$1.15M ﹤0.01%
62,252
+14,378
1216
$1.15M ﹤0.01%
81,444
+6,311
1217
$1.14M ﹤0.01%
26,205
-139,663
1218
$1.13M ﹤0.01%
+2,275
1219
$1.13M ﹤0.01%
21,841
+14,572
1220
$1.13M ﹤0.01%
8,614
+5,915
1221
$1.13M ﹤0.01%
28,847
-27,313
1222
$1.13M ﹤0.01%
90,294
1223
$1.13M ﹤0.01%
434,852
+229,368
1224
$1.12M ﹤0.01%
7,567
+5,177
1225
$1.12M ﹤0.01%
28,588
+10,213
47 48
49
50 51