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
2151
$152K ﹤0.01%
48,358
+31,016
2152
$148K ﹤0.01%
+13,147
2153
$146K ﹤0.01%
+11,591
2154
$146K ﹤0.01%
19,623
-601
2155
$146K ﹤0.01%
19,563
2156
$145K ﹤0.01%
+11,537
2157
$144K ﹤0.01%
20,000
2158
$143K ﹤0.01%
+11,094
2159
$140K ﹤0.01%
+19,640
2160
$140K ﹤0.01%
18,095
-2,975
2161
$134K ﹤0.01%
+20,207
2162
$134K ﹤0.01%
+3,757
2163
$132K ﹤0.01%
+18,370
2164
$129K ﹤0.01%
+12,750
2165
$128K ﹤0.01%
+19,705
2166
$128K ﹤0.01%
+14,093
2167
$127K ﹤0.01%
40,630
+635
2168
$125K ﹤0.01%
+10,435
2169
$124K ﹤0.01%
+11,117
2170
$123K ﹤0.01%
16,806
-15,368
2171
$122K ﹤0.01%
+33,935
2172
$121K ﹤0.01%
+13,938
2173
$120K ﹤0.01%
+11,092
2174
$120K ﹤0.01%
15,446
-721,487
2175
$119K ﹤0.01%
11,580
+405
85 86
87
88 89