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
1626
$469K ﹤0.01%
+2,527
1627
$468K ﹤0.01%
16,057
+5,432
1628
$466K ﹤0.01%
44,442
+385
1629
$466K ﹤0.01%
11,026
-882
1630
$464K ﹤0.01%
14,898
+1,048
1631
$464K ﹤0.01%
+5,219
1632
$461K ﹤0.01%
6,384
-2,196
1633
$460K ﹤0.01%
7,058
-56
1634
$460K ﹤0.01%
8,916
-18,279
1635
$460K ﹤0.01%
41,994
+27,800
1636
$459K ﹤0.01%
7,756
+951
1637
$459K ﹤0.01%
14,801
1638
$458K ﹤0.01%
+15,914
1639
$458K ﹤0.01%
32,715
+2,753
1640
$456K ﹤0.01%
+1,089
1641
$455K ﹤0.01%
+5,087
1642
$454K ﹤0.01%
2,458
+1,363
1643
$454K ﹤0.01%
8,716
+4,233
1644
$453K ﹤0.01%
+13,655
1645
$453K ﹤0.01%
+4,695
1646
$452K ﹤0.01%
10,502
-22,281
1647
$451K ﹤0.01%
25,683
-135,772
1648
$451K ﹤0.01%
7,001
+1,224
1649
$450K ﹤0.01%
8,604
+1,011
1650
$449K ﹤0.01%
40,759
64 65
66
67 68