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
1426
$721K ﹤0.01%
+11,581
1427
$720K ﹤0.01%
3,424
+421
1428
$718K ﹤0.01%
+8,285
1429
$715K ﹤0.01%
26,465
+3,577
1430
$715K ﹤0.01%
10,621
+3,803
1431
$713K ﹤0.01%
+6,533
1432
$713K ﹤0.01%
1,111
+168
1433
$713K ﹤0.01%
7,879
+3,404
1434
$711K ﹤0.01%
151,228
+128,262
1435
$708K ﹤0.01%
72,867
+130
1436
$706K ﹤0.01%
27,609
+14,652
1437
$706K ﹤0.01%
29,473
+3,738
1438
$705K ﹤0.01%
31,601
+385
1439
$704K ﹤0.01%
338,824
+5,332
1440
$704K ﹤0.01%
2,877
+1,254
1441
$702K ﹤0.01%
2,015
+932
1442
$701K ﹤0.01%
8,862
+3,441
1443
$700K ﹤0.01%
8,430
+593
1444
$698K ﹤0.01%
43,607
+9,713
1445
$696K ﹤0.01%
13,642
+97
1446
$695K ﹤0.01%
17,131
+7,096
1447
$693K ﹤0.01%
10,942
-921
1448
$693K ﹤0.01%
+11,881
1449
$691K ﹤0.01%
68,202
+35
1450
$689K ﹤0.01%
5,697
+3,432
56 57
58
59 60