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
1451
$688K ﹤0.01%
+8,086
1452
$686K ﹤0.01%
41,479
+2,286
1453
$685K ﹤0.01%
23,790
+50
1454
$677K ﹤0.01%
29,863
+19,456
1455
$676K ﹤0.01%
9,766
+5,929
1456
$674K ﹤0.01%
31,710
-354
1457
$672K ﹤0.01%
10,245
+6,491
1458
$672K ﹤0.01%
15,309
+3,238
1459
$667K ﹤0.01%
4,890
+1,754
1460
$667K ﹤0.01%
+63,501
1461
$666K ﹤0.01%
40,000
1462
$666K ﹤0.01%
6,485
-286
1463
$666K ﹤0.01%
33,762
+22,808
1464
$665K ﹤0.01%
+27,124
1465
$665K ﹤0.01%
24,126
+10,190
1466
$664K ﹤0.01%
+10,626
1467
$663K ﹤0.01%
79,637
+17,116
1468
$662K ﹤0.01%
23,484
-3,348
1469
$661K ﹤0.01%
3,937
-63
1470
$658K ﹤0.01%
11,476
+706
1471
$657K ﹤0.01%
1,953
-14
1472
$655K ﹤0.01%
33,978
+7,192
1473
$653K ﹤0.01%
51,400
1474
$651K ﹤0.01%
13,737
+5,974
1475
$649K ﹤0.01%
+10,621
57 58
59
60 61