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
1851
$309K ﹤0.01%
+1,992
1852
$308K ﹤0.01%
+9,012
1853
$308K ﹤0.01%
33,705
-33,222
1854
$308K ﹤0.01%
6,629
+1,389
1855
$306K ﹤0.01%
+1,264
1856
$305K ﹤0.01%
+15,270
1857
$305K ﹤0.01%
12,416
-51,191
1858
$305K ﹤0.01%
+1,142
1859
$305K ﹤0.01%
14,021
+4,118
1860
$305K ﹤0.01%
44,793
1861
$304K ﹤0.01%
+8,276
1862
$303K ﹤0.01%
+6,613
1863
$302K ﹤0.01%
8,533
+1,841
1864
$302K ﹤0.01%
+994
1865
$301K ﹤0.01%
3,806
+767
1866
$300K ﹤0.01%
20,354
+9,032
1867
$300K ﹤0.01%
8,631
-4,091
1868
$300K ﹤0.01%
+4,527
1869
$299K ﹤0.01%
13,133
-764
1870
$298K ﹤0.01%
59,202
-2,301
1871
$298K ﹤0.01%
+15,229
1872
$298K ﹤0.01%
+4,683
1873
$296K ﹤0.01%
+4,470
1874
$295K ﹤0.01%
5,028
+237
1875
$295K ﹤0.01%
+2,664
73 74
75
76 77