Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$540M
2
+$93M
3
+$87.2M
4
MRK icon
Merck
MRK
+$73.5M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$71.9M

Top Sells

1
+$3.4B
2
+$2.55B
3
+$1.65B
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.6B
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37B

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
1526
$588K ﹤0.01%
+4,185
1527
$586K ﹤0.01%
65,870
+35,655
1528
$586K ﹤0.01%
+29,683
1529
$585K ﹤0.01%
+33,620
1530
$585K ﹤0.01%
94,025
+26,463
1531
$583K ﹤0.01%
+16,358
1532
$576K ﹤0.01%
35,126
+620
1533
$576K ﹤0.01%
+38,556
1534
$576K ﹤0.01%
3,754
+1,274
1535
$575K ﹤0.01%
13,399
-6,161
1536
$575K ﹤0.01%
7,537
+695
1537
$570K ﹤0.01%
16,446
+10,920
1538
$570K ﹤0.01%
13,303
+21
1539
$569K ﹤0.01%
+3,358
1540
$567K ﹤0.01%
90,327
+2,637
1541
$567K ﹤0.01%
11,013
+5,548
1542
$565K ﹤0.01%
+7,175
1543
$565K ﹤0.01%
49,502
-6,815
1544
$564K ﹤0.01%
+11,029
1545
$564K ﹤0.01%
9,248
+293
1546
$561K ﹤0.01%
52,505
1547
$561K ﹤0.01%
6,106
+512
1548
$560K ﹤0.01%
39,794
+16,525
1549
$555K ﹤0.01%
55,491
+1,151
1550
$555K ﹤0.01%
+28,311
60 61
62
63 64