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
1601
$496K ﹤0.01%
9,218
+3,233
1602
$495K ﹤0.01%
+32,709
1603
$495K ﹤0.01%
+4,252
1604
$494K ﹤0.01%
5,613
-2,591
1605
$490K ﹤0.01%
11,604
1606
$490K ﹤0.01%
5,588
+2,958
1607
$490K ﹤0.01%
+15,073
1608
$490K ﹤0.01%
22,012
+12,711
1609
$489K ﹤0.01%
63,398
+21,341
1610
$489K ﹤0.01%
+14,258
1611
$489K ﹤0.01%
28,372
+14,985
1612
$487K ﹤0.01%
10,840
+357
1613
$486K ﹤0.01%
10,459
+2,536
1614
$486K ﹤0.01%
+4,663
1615
$486K ﹤0.01%
+22,115
1616
$485K ﹤0.01%
12,842
1617
$485K ﹤0.01%
13,250
1618
$484K ﹤0.01%
4,743
+780
1619
$482K ﹤0.01%
89,598
+37,355
1620
$481K ﹤0.01%
56,110
+27,249
1621
$481K ﹤0.01%
14,800
1622
$477K ﹤0.01%
+3,192
1623
$476K ﹤0.01%
+3,286
1624
$473K ﹤0.01%
10,444
+5,149
1625
$471K ﹤0.01%
+10,433
63 64
65
66 67