Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$540M
2
+$93M
3
+$87.2M
4
MRK icon
Merck
MRK
+$73.5M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$71.9M

Top Sells

1
+$3.4B
2
+$2.55B
3
+$1.65B
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.6B
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37B

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
2101
$202K ﹤0.01%
+4,996
2102
$201K ﹤0.01%
10,914
+650
2103
$201K ﹤0.01%
+11,770
2104
$201K ﹤0.01%
+8,983
2105
$201K ﹤0.01%
8,457
-80,068
2106
$201K ﹤0.01%
9,023
-134
2107
$201K ﹤0.01%
+3,893
2108
$201K ﹤0.01%
+2,629
2109
$200K ﹤0.01%
+5,462
2110
$197K ﹤0.01%
+4,358
2111
$194K ﹤0.01%
+11,380
2112
$193K ﹤0.01%
+20,672
2113
$193K ﹤0.01%
+11,861
2114
$193K ﹤0.01%
10,567
-8,636
2115
$193K ﹤0.01%
23,806
+410
2116
$191K ﹤0.01%
21,154
+4,852
2117
$190K ﹤0.01%
+16,158
2118
$190K ﹤0.01%
24,252
-1,284
2119
$190K ﹤0.01%
19,177
+8,325
2120
$187K ﹤0.01%
31,102
+7,642
2121
$187K ﹤0.01%
+10,545
2122
$187K ﹤0.01%
+14,505
2123
$186K ﹤0.01%
43,267
2124
$184K ﹤0.01%
+28,657
2125
$184K ﹤0.01%
19,841
+9,273
83 84
85
86 87