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
1901
$284K ﹤0.01%
+14,631
1902
$283K ﹤0.01%
+9,583
1903
$283K ﹤0.01%
47,658
+2,718
1904
$282K ﹤0.01%
25,666
+1,150
1905
$282K ﹤0.01%
+8,195
1906
$282K ﹤0.01%
+1,321
1907
$281K ﹤0.01%
+1,441
1908
$281K ﹤0.01%
10,136
-4,641
1909
$281K ﹤0.01%
+2,080
1910
$281K ﹤0.01%
+2,552
1911
$278K ﹤0.01%
+9,079
1912
$277K ﹤0.01%
+7,602
1913
$274K ﹤0.01%
+4,988
1914
$274K ﹤0.01%
+7,565
1915
$274K ﹤0.01%
+10,109
1916
$273K ﹤0.01%
2,910
1917
$273K ﹤0.01%
+2,877
1918
$273K ﹤0.01%
+3,657
1919
$273K ﹤0.01%
17,165
+6,891
1920
$273K ﹤0.01%
+7,341
1921
$272K ﹤0.01%
+5,956
1922
$271K ﹤0.01%
2,239
-591
1923
$270K ﹤0.01%
+5,669
1924
$270K ﹤0.01%
+14,838
1925
$270K ﹤0.01%
137,565
+12,241
75 76
77
78 79