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
2176
$119K ﹤0.01%
41,649
-10,354
2177
$119K ﹤0.01%
+2,710
2178
$118K ﹤0.01%
+11,642
2179
$118K ﹤0.01%
+11,306
2180
$117K ﹤0.01%
+4,106
2181
$117K ﹤0.01%
+31,235
2182
$115K ﹤0.01%
+26,953
2183
$115K ﹤0.01%
17,458
+7,458
2184
$114K ﹤0.01%
33,515
+8,946
2185
$114K ﹤0.01%
+16,997
2186
$113K ﹤0.01%
+12,248
2187
$112K ﹤0.01%
+2,950
2188
$112K ﹤0.01%
17,269
-85
2189
$112K ﹤0.01%
11,169
+140
2190
$110K ﹤0.01%
20,104
+1,054
2191
$110K ﹤0.01%
58,054
-11,902
2192
$109K ﹤0.01%
+20,062
2193
$109K ﹤0.01%
+14,010
2194
$109K ﹤0.01%
+11,656
2195
$107K ﹤0.01%
37,660
-365,002
2196
$101K ﹤0.01%
51,522
-46,443
2197
$101K ﹤0.01%
+10,513
2198
$99.1K ﹤0.01%
+12,752
2199
$97.5K ﹤0.01%
13,856
2200
$93.8K ﹤0.01%
+13,298
86 87
88
89 90