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
2201
$93.3K ﹤0.01%
46,627
2202
$91.3K ﹤0.01%
+10,485
2203
$90.7K ﹤0.01%
15,214
+3,637
2204
$90.4K ﹤0.01%
+32,641
2205
$90.2K ﹤0.01%
14,337
+1,584
2206
$90.2K ﹤0.01%
18,120
+58
2207
$89.1K ﹤0.01%
3,482
+501
2208
$87.9K ﹤0.01%
+6,358
2209
$86.2K ﹤0.01%
13,633
-1,719
2210
$85.5K ﹤0.01%
+13,415
2211
$84.3K ﹤0.01%
+49,713
2212
$83.2K ﹤0.01%
+11,627
2213
$81.5K ﹤0.01%
+13,257
2214
$81K ﹤0.01%
31,017
2215
$79.5K ﹤0.01%
+15,116
2216
$79.4K ﹤0.01%
+13,526
2217
$78.4K ﹤0.01%
+10,623
2218
$76.8K ﹤0.01%
+19,400
2219
$75.8K ﹤0.01%
+16,162
2220
$75.7K ﹤0.01%
25,246
+14,961
2221
$75.6K ﹤0.01%
16,687
-25,558
2222
$75.4K ﹤0.01%
21,853
+3
2223
$73.6K ﹤0.01%
50,765
+180
2224
$72.9K ﹤0.01%
+18,609
2225
$70.5K ﹤0.01%
+11,506
87 88
89
90 91