Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$540M
2
+$93M
3
+$87.2M
4
MRK icon
Merck
MRK
+$73.5M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$71.9M

Top Sells

1
+$3.4B
2
+$2.55B
3
+$1.65B
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.6B
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37B

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
1776
$353K ﹤0.01%
18,350
1777
$351K ﹤0.01%
+6,585
1778
$351K ﹤0.01%
14,320
-8,334
1779
$350K ﹤0.01%
21,264
+10,176
1780
$350K ﹤0.01%
114,700
+17,040
1781
$348K ﹤0.01%
+8,677
1782
$347K ﹤0.01%
+6,431
1783
$347K ﹤0.01%
12,211
-27,593
1784
$347K ﹤0.01%
4,898
-29
1785
$347K ﹤0.01%
+2,766
1786
$347K ﹤0.01%
+13,505
1787
$346K ﹤0.01%
7,790
-59
1788
$345K ﹤0.01%
11,926
+661
1789
$344K ﹤0.01%
8,908
+638
1790
$344K ﹤0.01%
+14,319
1791
$343K ﹤0.01%
20,952
+8,364
1792
$343K ﹤0.01%
9,325
1793
$343K ﹤0.01%
+3,354
1794
$342K ﹤0.01%
6,145
-1,380
1795
$342K ﹤0.01%
+4,369
1796
$340K ﹤0.01%
10,696
-50
1797
$340K ﹤0.01%
10,316
-146
1798
$339K ﹤0.01%
+16,019
1799
$338K ﹤0.01%
10,311
1800
$338K ﹤0.01%
+7,342
70 71
72
73 74