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
2126
$182K ﹤0.01%
14,936
-3,080
2127
$181K ﹤0.01%
+10,307
2128
$177K ﹤0.01%
21,757
+6
2129
$175K ﹤0.01%
38,557
+18,000
2130
$174K ﹤0.01%
+18,151
2131
$174K ﹤0.01%
10,631
+68
2132
$174K ﹤0.01%
19,978
+6,160
2133
$172K ﹤0.01%
+15,241
2134
$171K ﹤0.01%
11,983
+1,355
2135
$170K ﹤0.01%
13,332
+1,661
2136
$169K ﹤0.01%
+11,093
2137
$168K ﹤0.01%
+11,524
2138
$168K ﹤0.01%
25,081
-21,151
2139
$167K ﹤0.01%
+11,314
2140
$167K ﹤0.01%
11,220
2141
$166K ﹤0.01%
+15,898
2142
$162K ﹤0.01%
30,837
+7,073
2143
$161K ﹤0.01%
10,923
-5,284
2144
$160K ﹤0.01%
+10,639
2145
$158K ﹤0.01%
+23,302
2146
$158K ﹤0.01%
+10,738
2147
$156K ﹤0.01%
14,641
+564
2148
$154K ﹤0.01%
+32,500
2149
$153K ﹤0.01%
17,956
+7,852
2150
$153K ﹤0.01%
+10,513
84 85
86
87 88