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
2251
$34.8K ﹤0.01%
2,218
-105
2252
$34.8K ﹤0.01%
+1,176
2253
$33.3K ﹤0.01%
+13,054
2254
$33.3K ﹤0.01%
13,498
-1,631
2255
$32.8K ﹤0.01%
18,310
+4,923
2256
$32.3K ﹤0.01%
16,305
-6,695
2257
$29.9K ﹤0.01%
+199,395
2258
$28.6K ﹤0.01%
5,000
2259
$27K ﹤0.01%
+12,101
2260
$23.8K ﹤0.01%
11,629
+207
2261
$22.5K ﹤0.01%
12,153
2262
$19.8K ﹤0.01%
13,312
+1,000
2263
$18.6K ﹤0.01%
1,348
-87,897
2264
$13.6K ﹤0.01%
1,258
2265
$13.4K ﹤0.01%
307
-25
2266
$13.3K ﹤0.01%
+31,272
2267
$8.28K ﹤0.01%
596
+7
2268
$6.7K ﹤0.01%
10,000
2269
$5.08K ﹤0.01%
35,000
2270
$5K ﹤0.01%
1,380
2271
$3.25K ﹤0.01%
22,300
2272
$2.5K ﹤0.01%
10,000
2273
$2.1K ﹤0.01%
15,000
2274
$1.89K ﹤0.01%
129
2275
– –
-29,639
89 90
91
92 93