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
1976
$250K ﹤0.01%
+95,305
1977
$249K ﹤0.01%
+6,953
1978
$249K ﹤0.01%
19,242
+1,743
1979
$248K ﹤0.01%
+10,909
1980
$248K ﹤0.01%
10,046
+1,039
1981
$247K ﹤0.01%
+1,388
1982
$247K ﹤0.01%
+12,044
1983
$247K ﹤0.01%
+2,806
1984
$247K ﹤0.01%
+1,840
1985
$246K ﹤0.01%
+6,867
1986
$245K ﹤0.01%
2,841
+655
1987
$244K ﹤0.01%
29,303
+3,078
1988
$243K ﹤0.01%
+5,489
1989
$242K ﹤0.01%
+2,397
1990
$242K ﹤0.01%
+7,784
1991
$242K ﹤0.01%
+4,305
1992
$241K ﹤0.01%
11,940
-992
1993
$241K ﹤0.01%
12,180
-6,230
1994
$241K ﹤0.01%
+4,336
1995
$240K ﹤0.01%
2,411
-1,000
1996
$240K ﹤0.01%
+6,899
1997
$240K ﹤0.01%
+12,992
1998
$239K ﹤0.01%
6,216
+1,925
1999
$239K ﹤0.01%
+3,093
2000
$239K ﹤0.01%
11,960
+230
78 79
80
81 82