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
1676
$422K ﹤0.01%
10,301
+2,332
1677
$421K ﹤0.01%
3,441
+1,677
1678
$421K ﹤0.01%
31,514
+19,009
1679
$421K ﹤0.01%
19,568
+3,406
1680
$421K ﹤0.01%
+9,154
1681
$420K ﹤0.01%
+16,874
1682
$420K ﹤0.01%
3,528
+620
1683
$420K ﹤0.01%
18,963
+3,525
1684
$420K ﹤0.01%
7,338
+1,521
1685
$420K ﹤0.01%
19,143
+3,424
1686
$420K ﹤0.01%
+21,611
1687
$420K ﹤0.01%
18,480
-5,397
1688
$419K ﹤0.01%
+4,694
1689
$419K ﹤0.01%
16,115
+109
1690
$419K ﹤0.01%
5,924
1691
$417K ﹤0.01%
+11,259
1692
$417K ﹤0.01%
713
-306
1693
$416K ﹤0.01%
18,062
-303
1694
$415K ﹤0.01%
+11,497
1695
$415K ﹤0.01%
+6,250
1696
$415K ﹤0.01%
+9,917
1697
$415K ﹤0.01%
+2,830
1698
$414K ﹤0.01%
4,742
-49
1699
$413K ﹤0.01%
+23,243
1700
$413K ﹤0.01%
+29,554
66 67
68
69 70