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
1326
$904K ﹤0.01%
48,714
+21,773
1327
$898K ﹤0.01%
+2,450
1328
$892K ﹤0.01%
14,007
+600
1329
$892K ﹤0.01%
21,227
+14,720
1330
$892K ﹤0.01%
33,591
-142,026
1331
$892K ﹤0.01%
43,864
+18,395
1332
$891K ﹤0.01%
+19,959
1333
$887K ﹤0.01%
33,207
+9,438
1334
$887K ﹤0.01%
+4,723
1335
$881K ﹤0.01%
29,563
-1,397
1336
$881K ﹤0.01%
44,110
+18,344
1337
$879K ﹤0.01%
53,771
+35,987
1338
$877K ﹤0.01%
78,581
+9,605
1339
$873K ﹤0.01%
+22,691
1340
$873K ﹤0.01%
7,548
+539
1341
$872K ﹤0.01%
+16,761
1342
$872K ﹤0.01%
+28,914
1343
$870K ﹤0.01%
+25,563
1344
$869K ﹤0.01%
41,491
+26,933
1345
$866K ﹤0.01%
8,235
+3,421
1346
$864K ﹤0.01%
31,355
+8,021
1347
$862K ﹤0.01%
26,300
+1,448
1348
$860K ﹤0.01%
+8,011
1349
$859K ﹤0.01%
46,356
-38,033
1350
$856K ﹤0.01%
108,753
+6,276
52 53
54
55 56