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
2226
$69.9K ﹤0.01%
12,746
+258
2227
$67.8K ﹤0.01%
+11,372
2228
$67.2K ﹤0.01%
+13,974
2229
$66.6K ﹤0.01%
29,336
2230
$66K ﹤0.01%
+20,013
2231
$62.8K ﹤0.01%
+12,372
2232
$62.2K ﹤0.01%
26,036
+3,455
2233
$59.4K ﹤0.01%
+13,713
2234
$58.2K ﹤0.01%
22,715
2235
$54K ﹤0.01%
+22,512
2236
$53.5K ﹤0.01%
+19,821
2237
$51.4K ﹤0.01%
4,742
2238
$51.1K ﹤0.01%
+18,125
2239
$48.6K ﹤0.01%
+25,736
2240
$47.6K ﹤0.01%
4,000
2241
$45.9K ﹤0.01%
13,576
-8,737
2242
$45.6K ﹤0.01%
+117,371
2243
$44.1K ﹤0.01%
23,643
2244
$43.7K ﹤0.01%
827
+420
2245
$42.8K ﹤0.01%
34,504
2246
$42.5K ﹤0.01%
+10,077
2247
$42.2K ﹤0.01%
20,845
+6,645
2248
$39.6K ﹤0.01%
+3,388
2249
$37K ﹤0.01%
+16,221
2250
$36.5K ﹤0.01%
+14,419
88 89
90
91 92