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
1301
$956K ﹤0.01%
23,772
+12,114
1302
$955K ﹤0.01%
+4,790
1303
$952K ﹤0.01%
48,938
+3
1304
$951K ﹤0.01%
21,744
+8,252
1305
$943K ﹤0.01%
213,846
+52,666
1306
$938K ﹤0.01%
24,997
+10,500
1307
$937K ﹤0.01%
18,981
+445
1308
$935K ﹤0.01%
19,126
-205
1309
$933K ﹤0.01%
12,477
+400
1310
$932K ﹤0.01%
4,544
-74
1311
$930K ﹤0.01%
+13,432
1312
$929K ﹤0.01%
43,778
+33,199
1313
$926K ﹤0.01%
107,607
+29,193
1314
$925K ﹤0.01%
9,092
-555
1315
$925K ﹤0.01%
25,154
+6,757
1316
$924K ﹤0.01%
160,349
1317
$923K ﹤0.01%
33,537
+14,947
1318
$921K ﹤0.01%
+3,639
1319
$920K ﹤0.01%
32,379
+1,410
1320
$913K ﹤0.01%
17,008
-237
1321
$911K ﹤0.01%
+19,195
1322
$910K ﹤0.01%
14,636
+5,895
1323
$908K ﹤0.01%
24,755
1324
$906K ﹤0.01%
9,486
+350
1325
$904K ﹤0.01%
7,870
+4,426
51 52
53
54 55