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
1876
$294K ﹤0.01%
7,714
+515
1877
$294K ﹤0.01%
+12,764
1878
$293K ﹤0.01%
+5,283
1879
$293K ﹤0.01%
129,552
+65,302
1880
$292K ﹤0.01%
+15,577
1881
$292K ﹤0.01%
4,322
-181
1882
$292K ﹤0.01%
+31,380
1883
$292K ﹤0.01%
8,237
-1,476
1884
$292K ﹤0.01%
21,239
+10,313
1885
$291K ﹤0.01%
11,326
-506
1886
$290K ﹤0.01%
+65,418
1887
$290K ﹤0.01%
17,689
+163
1888
$290K ﹤0.01%
+7,543
1889
$290K ﹤0.01%
+12,925
1890
$289K ﹤0.01%
+2,839
1891
$289K ﹤0.01%
+5,763
1892
$288K ﹤0.01%
+2,609
1893
$288K ﹤0.01%
11,934
-816
1894
$288K ﹤0.01%
18,903
+6,623
1895
$287K ﹤0.01%
+4,361
1896
$287K ﹤0.01%
+18,049
1897
$287K ﹤0.01%
+9,994
1898
$287K ﹤0.01%
2,096
1899
$284K ﹤0.01%
+3,084
1900
$284K ﹤0.01%
1,602
+142
74 75
76
77 78