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
1401
$769K ﹤0.01%
+48,495
1402
$768K ﹤0.01%
24,925
+7,191
1403
$768K ﹤0.01%
2,358
+491
1404
$765K ﹤0.01%
+20,721
1405
$761K ﹤0.01%
17,573
+8,222
1406
$760K ﹤0.01%
19,938
+11,003
1407
$757K ﹤0.01%
+27,703
1408
$756K ﹤0.01%
+8,862
1409
$756K ﹤0.01%
39,216
-40,834
1410
$751K ﹤0.01%
5,385
-1,738
1411
$750K ﹤0.01%
23,111
+12,100
1412
$746K ﹤0.01%
4,059
+1,391
1413
$746K ﹤0.01%
1,762
+1,111
1414
$746K ﹤0.01%
+13,523
1415
$745K ﹤0.01%
+12,169
1416
$745K ﹤0.01%
42,422
-2,435
1417
$745K ﹤0.01%
7,091
-311
1418
$744K ﹤0.01%
7,140
-99
1419
$743K ﹤0.01%
35,888
+23,694
1420
$735K ﹤0.01%
+5,974
1421
$734K ﹤0.01%
+34,322
1422
$732K ﹤0.01%
14,513
-1,500
1423
$725K ﹤0.01%
4,210
+2,883
1424
$724K ﹤0.01%
+15,818
1425
$724K ﹤0.01%
115,248
+2,293
55 56
57
58 59