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
1551
$554K ﹤0.01%
36,965
-88,261
1552
$553K ﹤0.01%
8,574
+4,374
1553
$552K ﹤0.01%
10,810
+2,420
1554
$552K ﹤0.01%
+13,116
1555
$551K ﹤0.01%
14,041
+3,827
1556
$550K ﹤0.01%
39,207
-2,395
1557
$550K ﹤0.01%
+31,420
1558
$547K ﹤0.01%
+4,691
1559
$546K ﹤0.01%
94,100
+52,790
1560
$545K ﹤0.01%
+4,533
1561
$542K ﹤0.01%
+1,652
1562
$541K ﹤0.01%
104,224
+3,851
1563
$541K ﹤0.01%
16,900
+4,110
1564
$540K ﹤0.01%
35,209
+18,403
1565
$540K ﹤0.01%
+18,760
1566
$539K ﹤0.01%
16,673
+5,106
1567
$535K ﹤0.01%
+33,103
1568
$535K ﹤0.01%
87,192
+30,308
1569
$534K ﹤0.01%
410,796
1570
$531K ﹤0.01%
13,065
1571
$530K ﹤0.01%
44,500
1572
$529K ﹤0.01%
7,657
+2,425
1573
$527K ﹤0.01%
26,373
+10,985
1574
$527K ﹤0.01%
55,895
+15,071
1575
$525K ﹤0.01%
77,268
+50,374
61 62
63
64 65