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
1276
$1M ﹤0.01%
265,926
1277
$1M ﹤0.01%
13,939
+3,200
1278
$1M ﹤0.01%
+45,408
1279
$1M ﹤0.01%
+3,726
1280
$997K ﹤0.01%
5,296
+3,049
1281
$997K ﹤0.01%
6,388
+636
1282
$992K ﹤0.01%
+10,030
1283
$992K ﹤0.01%
18,890
+2,835
1284
$990K ﹤0.01%
86,343
-1,000
1285
$989K ﹤0.01%
36,646
+13,385
1286
$989K ﹤0.01%
9,657
+400
1287
$985K ﹤0.01%
+44,583
1288
$983K ﹤0.01%
212,786
+3,801
1289
$981K ﹤0.01%
15,726
-292
1290
$976K ﹤0.01%
19,747
+2,919
1291
$976K ﹤0.01%
30,099
+4,762
1292
$972K ﹤0.01%
8,794
+5,022
1293
$970K ﹤0.01%
37,220
+1,675
1294
$968K ﹤0.01%
+55,599
1295
$968K ﹤0.01%
+91,188
1296
$964K ﹤0.01%
+11,384
1297
$963K ﹤0.01%
27,794
+415
1298
$962K ﹤0.01%
+14,506
1299
$961K ﹤0.01%
22,072
+14,608
1300
$958K ﹤0.01%
15,128
+2,354
50 51
52
53 54