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
1476
$649K ﹤0.01%
+23,960
1477
$648K ﹤0.01%
17,044
+8,788
1478
$647K ﹤0.01%
12,004
+1,600
1479
$647K ﹤0.01%
134,805
+113,870
1480
$646K ﹤0.01%
8,773
+4,546
1481
$645K ﹤0.01%
85,135
+27,204
1482
$642K ﹤0.01%
15,992
+2,953
1483
$640K ﹤0.01%
27,561
+3,331
1484
$637K ﹤0.01%
17,112
+6,925
1485
$634K ﹤0.01%
40,442
+1,502
1486
$631K ﹤0.01%
19,821
-834
1487
$630K ﹤0.01%
+7,913
1488
$628K ﹤0.01%
+9,652
1489
$627K ﹤0.01%
+12,540
1490
$627K ﹤0.01%
19,870
+9,843
1491
$626K ﹤0.01%
+5,031
1492
$624K ﹤0.01%
21,810
+5,298
1493
$622K ﹤0.01%
4,369
-453
1494
$619K ﹤0.01%
8,276
-124
1495
$618K ﹤0.01%
+9,102
1496
$618K ﹤0.01%
14,294
+9,171
1497
$618K ﹤0.01%
68,085
+2,329
1498
$617K ﹤0.01%
11,328
+6,369
1499
$617K ﹤0.01%
4,745
+2,501
1500
$616K ﹤0.01%
16,044
+7,634
58 59
60
61 62