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
1351
$855K ﹤0.01%
5,068
+2,683
1352
$855K ﹤0.01%
11,226
+8,226
1353
$854K ﹤0.01%
+42,237
1354
$847K ﹤0.01%
13,706
+10,525
1355
$847K ﹤0.01%
27,737
+3,354
1356
$837K ﹤0.01%
52,703
1357
$833K ﹤0.01%
7,386
+3,250
1358
$831K ﹤0.01%
24,875
+66
1359
$828K ﹤0.01%
21,698
+4,778
1360
$828K ﹤0.01%
+14,712
1361
$826K ﹤0.01%
17,524
+5,654
1362
$825K ﹤0.01%
20,082
-10,614
1363
$825K ﹤0.01%
2,455
+1,719
1364
$824K ﹤0.01%
+8,690
1365
$816K ﹤0.01%
+25,141
1366
$816K ﹤0.01%
+34,801
1367
$815K ﹤0.01%
23,609
+10,360
1368
$813K ﹤0.01%
85,532
+47,710
1369
$809K ﹤0.01%
3,596
-156
1370
$807K ﹤0.01%
21,431
-39,502
1371
$807K ﹤0.01%
+52,372
1372
$804K ﹤0.01%
15,635
+10,586
1373
$804K ﹤0.01%
+6,199
1374
$802K ﹤0.01%
+6,195
1375
$802K ﹤0.01%
73,690
-29,290
53 54
55
56 57