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
2076
$213K ﹤0.01%
8,270
-4,616
2077
$212K ﹤0.01%
+4,876
2078
$212K ﹤0.01%
+4,842
2079
$212K ﹤0.01%
+5,862
2080
$212K ﹤0.01%
2,998
-530
2081
$212K ﹤0.01%
+3,512
2082
$212K ﹤0.01%
+18,496
2083
$210K ﹤0.01%
+3,416
2084
$210K ﹤0.01%
+15,118
2085
$209K ﹤0.01%
+17,006
2086
$209K ﹤0.01%
+64,125
2087
$209K ﹤0.01%
+3,673
2088
$209K ﹤0.01%
+6,123
2089
$208K ﹤0.01%
+5,511
2090
$208K ﹤0.01%
3,565
-1,317
2091
$208K ﹤0.01%
+8,901
2092
$207K ﹤0.01%
+11,597
2093
$207K ﹤0.01%
+16,632
2094
$207K ﹤0.01%
2,982
2095
$206K ﹤0.01%
+1,825
2096
$206K ﹤0.01%
+2,717
2097
$205K ﹤0.01%
28,187
+465
2098
$204K ﹤0.01%
5,269
+1,533
2099
$203K ﹤0.01%
4,066
-446
2100
$203K ﹤0.01%
+8,671
82 83
84
85 86