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
1376
$798K ﹤0.01%
17,872
+3,801
1377
$797K ﹤0.01%
+23,863
1378
$797K ﹤0.01%
56,345
+29,412
1379
$797K ﹤0.01%
3,323
-2,184
1380
$797K ﹤0.01%
+35,407
1381
$795K ﹤0.01%
+21,122
1382
$792K ﹤0.01%
36,535
+22,423
1383
$792K ﹤0.01%
8,176
+375
1384
$791K ﹤0.01%
7,642
+1,829
1385
$790K ﹤0.01%
11,140
-1,610
1386
$788K ﹤0.01%
5,125
-280
1387
$787K ﹤0.01%
45,595
+23,515
1388
$787K ﹤0.01%
50,000
1389
$785K ﹤0.01%
3,097
+1,487
1390
$785K ﹤0.01%
17,142
+10,107
1391
$783K ﹤0.01%
89,769
+10,955
1392
$783K ﹤0.01%
9,342
+5,686
1393
$781K ﹤0.01%
129,163
+41,747
1394
$777K ﹤0.01%
22,303
-1,707
1395
$776K ﹤0.01%
+22,973
1396
$774K ﹤0.01%
10,000
1397
$773K ﹤0.01%
48,265
-4,223
1398
$771K ﹤0.01%
12,776
+7,504
1399
$770K ﹤0.01%
12,483
+7,525
1400
$770K ﹤0.01%
13,555
+8,046
54 55
56
57 58