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
2051
$220K ﹤0.01%
+4,325
2052
$220K ﹤0.01%
9,135
2053
$220K ﹤0.01%
+3,620
2054
$220K ﹤0.01%
11,511
2055
$219K ﹤0.01%
+1,516
2056
$219K ﹤0.01%
+5,896
2057
$218K ﹤0.01%
+2,580
2058
$218K ﹤0.01%
3,389
-2,738
2059
$218K ﹤0.01%
2,066
-1,421
2060
$217K ﹤0.01%
4,617
-11
2061
$217K ﹤0.01%
+4,801
2062
$217K ﹤0.01%
3,184
-900
2063
$217K ﹤0.01%
+1,510
2064
$217K ﹤0.01%
25,931
+10,799
2065
$216K ﹤0.01%
+2,496
2066
$216K ﹤0.01%
2,288
+141
2067
$216K ﹤0.01%
27,605
+5,343
2068
$215K ﹤0.01%
2,366
2069
$215K ﹤0.01%
19,346
2070
$214K ﹤0.01%
+10,384
2071
$214K ﹤0.01%
8,965
2072
$213K ﹤0.01%
+3,211
2073
$213K ﹤0.01%
+30,305
2074
$213K ﹤0.01%
15,608
2075
$213K ﹤0.01%
+39,449
81 82
83
84 85