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
1801
$337K ﹤0.01%
17,488
+830
1802
$336K ﹤0.01%
+11,864
1803
$335K ﹤0.01%
31,761
-492
1804
$334K ﹤0.01%
+1,768
1805
$334K ﹤0.01%
19,913
+393
1806
$333K ﹤0.01%
+29,668
1807
$332K ﹤0.01%
+2,865
1808
$332K ﹤0.01%
17,300
1809
$332K ﹤0.01%
+28,807
1810
$331K ﹤0.01%
+2,949
1811
$331K ﹤0.01%
+4,061
1812
$331K ﹤0.01%
+4,313
1813
$331K ﹤0.01%
+2,821
1814
$330K ﹤0.01%
+30,215
1815
$330K ﹤0.01%
11,690
+247
1816
$329K ﹤0.01%
+11,536
1817
$329K ﹤0.01%
+2,147
1818
$328K ﹤0.01%
15,627
+200
1819
$328K ﹤0.01%
21,116
1820
$328K ﹤0.01%
7,554
-11,303
1821
$328K ﹤0.01%
+23,229
1822
$327K ﹤0.01%
+11,684
1823
$327K ﹤0.01%
+3,710
1824
$326K ﹤0.01%
+9,742
1825
$325K ﹤0.01%
+9,883
71 72
73
74 75