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
1726
$388K ﹤0.01%
5,352
-358
1727
$388K ﹤0.01%
20,116
+7,090
1728
$387K ﹤0.01%
20,329
+6,401
1729
$385K ﹤0.01%
1,974
-990
1730
$385K ﹤0.01%
2,321
+268
1731
$384K ﹤0.01%
4,575
+983
1732
$383K ﹤0.01%
6,147
+593
1733
$382K ﹤0.01%
+13,100
1734
$381K ﹤0.01%
+5,009
1735
$380K ﹤0.01%
+6,755
1736
$380K ﹤0.01%
+12,359
1737
$379K ﹤0.01%
68,831
+26,945
1738
$378K ﹤0.01%
32,086
+752
1739
$378K ﹤0.01%
5,492
+1,008
1740
$377K ﹤0.01%
5,264
+2,256
1741
$375K ﹤0.01%
+20,015
1742
$375K ﹤0.01%
52,111
-741
1743
$374K ﹤0.01%
8,870
+114
1744
$372K ﹤0.01%
+51,618
1745
$371K ﹤0.01%
10,500
1746
$371K ﹤0.01%
149,447
+82,712
1747
$370K ﹤0.01%
+4,670
1748
$370K ﹤0.01%
16,449
1749
$369K ﹤0.01%
9,500
-2,921
1750
$369K ﹤0.01%
9,717
68 69
70
71 72