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
1251
$1.05M ﹤0.01%
+9,803
1252
$1.05M ﹤0.01%
7,499
-995
1253
$1.05M ﹤0.01%
12,240
+7,648
1254
$1.05M ﹤0.01%
17,799
-20,178
1255
$1.04M ﹤0.01%
14,099
+4,409
1256
$1.04M ﹤0.01%
17,999
+4,650
1257
$1.04M ﹤0.01%
5,391
+4,322
1258
$1.04M ﹤0.01%
4,602
+2,959
1259
$1.03M ﹤0.01%
21,424
-4,230
1260
$1.03M ﹤0.01%
30,092
+19,403
1261
$1.03M ﹤0.01%
10,537
+4,078
1262
$1.03M ﹤0.01%
9,014
+2,481
1263
$1.03M ﹤0.01%
6,008
+3,899
1264
$1.03M ﹤0.01%
4,553
+1,412
1265
$1.03M ﹤0.01%
5,440
+3,914
1266
$1.03M ﹤0.01%
119,610
+6,356
1267
$1.02M ﹤0.01%
40,284
+16,669
1268
$1.02M ﹤0.01%
8,559
+2,478
1269
$1.02M ﹤0.01%
+4,286
1270
$1.01M ﹤0.01%
20,359
-260
1271
$1.01M ﹤0.01%
+4,799
1272
$1.01M ﹤0.01%
12,118
+9,358
1273
$1.01M ﹤0.01%
+15,814
1274
$1.01M ﹤0.01%
18,536
+10,772
1275
$1M ﹤0.01%
60,367
+13,107
49 50
51
52 53