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
1501
$614K ﹤0.01%
11,031
+1,183
1502
$614K ﹤0.01%
13,327
+5,445
1503
$612K ﹤0.01%
+37,062
1504
$612K ﹤0.01%
2,035
+750
1505
$611K ﹤0.01%
6,994
+3,891
1506
$611K ﹤0.01%
+6,966
1507
$610K ﹤0.01%
+5,667
1508
$610K ﹤0.01%
9,481
+369
1509
$608K ﹤0.01%
14,316
+9,478
1510
$607K ﹤0.01%
23,054
+6,996
1511
$606K ﹤0.01%
+3,538
1512
$603K ﹤0.01%
19,065
1513
$603K ﹤0.01%
+50,981
1514
$602K ﹤0.01%
+7,978
1515
$602K ﹤0.01%
+3,342
1516
$602K ﹤0.01%
30,815
-5,000
1517
$601K ﹤0.01%
10,050
-70,262
1518
$598K ﹤0.01%
1,578
+159
1519
$597K ﹤0.01%
21,825
-246
1520
$596K ﹤0.01%
15,070
+7,365
1521
$594K ﹤0.01%
42,113
+24,085
1522
$594K ﹤0.01%
3,114
-29
1523
$594K ﹤0.01%
19,911
+2,335
1524
$593K ﹤0.01%
12,003
-2,095
1525
$592K ﹤0.01%
24,508
59 60
61
62 63