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
1651
$448K ﹤0.01%
584
+209
1652
$447K ﹤0.01%
+7,373
1653
$447K ﹤0.01%
33,938
+17,187
1654
$446K ﹤0.01%
+21,492
1655
$445K ﹤0.01%
+4,823
1656
$445K ﹤0.01%
8,618
-44,294
1657
$444K ﹤0.01%
15,057
+52
1658
$442K ﹤0.01%
+22,009
1659
$440K ﹤0.01%
+28,599
1660
$438K ﹤0.01%
+21,204
1661
$438K ﹤0.01%
18,393
1662
$437K ﹤0.01%
4,676
-100
1663
$436K ﹤0.01%
20,000
1664
$436K ﹤0.01%
+6,005
1665
$433K ﹤0.01%
+6,544
1666
$433K ﹤0.01%
+6,698
1667
$432K ﹤0.01%
3,247
-13,325
1668
$431K ﹤0.01%
+21,394
1669
$430K ﹤0.01%
3,441
-5,622
1670
$428K ﹤0.01%
75,000
1671
$428K ﹤0.01%
15,449
-85,941
1672
$427K ﹤0.01%
+5,744
1673
$424K ﹤0.01%
+16,732
1674
$424K ﹤0.01%
+11,637
1675
$423K ﹤0.01%
+7,878
65 66
67
68 69