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
1701
$413K ﹤0.01%
116,660
+79,078
1702
$411K ﹤0.01%
8,709
+3,874
1703
$410K ﹤0.01%
6,000
1704
$410K ﹤0.01%
5,700
1705
$408K ﹤0.01%
36,503
+5,731
1706
$408K ﹤0.01%
+35,485
1707
$407K ﹤0.01%
+20,712
1708
$407K ﹤0.01%
+6,475
1709
$407K ﹤0.01%
+15,554
1710
$407K ﹤0.01%
2,184
+1,052
1711
$406K ﹤0.01%
1,012
+198
1712
$406K ﹤0.01%
11,750
1713
$405K ﹤0.01%
8,300
+1,796
1714
$401K ﹤0.01%
3,258
+1,237
1715
$401K ﹤0.01%
8,223
+14
1716
$400K ﹤0.01%
10,231
1717
$399K ﹤0.01%
+4,247
1718
$397K ﹤0.01%
+6,294
1719
$397K ﹤0.01%
+19,836
1720
$395K ﹤0.01%
+6,864
1721
$394K ﹤0.01%
26,500
+4,500
1722
$393K ﹤0.01%
66,715
+20,844
1723
$392K ﹤0.01%
19,917
+9,174
1724
$391K ﹤0.01%
+3,179
1725
$389K ﹤0.01%
+18,079
67 68
69
70 71