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
1926
$269K ﹤0.01%
12,997
-8,678
1927
$268K ﹤0.01%
5,000
1928
$268K ﹤0.01%
+16,699
1929
$267K ﹤0.01%
6,874
1930
$267K ﹤0.01%
2,747
+375
1931
$266K ﹤0.01%
102,098
+41,589
1932
$266K ﹤0.01%
+1,669
1933
$266K ﹤0.01%
+1,560
1934
$265K ﹤0.01%
2,970
1935
$265K ﹤0.01%
10,335
1936
$265K ﹤0.01%
7,805
1937
$265K ﹤0.01%
+5,087
1938
$265K ﹤0.01%
+14,327
1939
$263K ﹤0.01%
+13,454
1940
$263K ﹤0.01%
+1,622
1941
$262K ﹤0.01%
63,943
+2,267
1942
$262K ﹤0.01%
+42,396
1943
$262K ﹤0.01%
2,451
-66,621
1944
$262K ﹤0.01%
+3,619
1945
$262K ﹤0.01%
+6,838
1946
$262K ﹤0.01%
+19,842
1947
$261K ﹤0.01%
+10,855
1948
$261K ﹤0.01%
2,602
+383
1949
$261K ﹤0.01%
4,590
+6
1950
$260K ﹤0.01%
+4,261
76 77
78
79 80