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
$1.59B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$10.3M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$9.96M
5
PFE icon
Pfizer
PFE
+$7.16M

Top Sells

1
+$12.5M
2
+$9.74M
3
+$6.6M
4
SBUX icon
Starbucks
SBUX
+$6.08M
5
QCOM icon
Qualcomm
QCOM
+$6.06M

Sector Composition

1 Technology 14.6%
2 Industrials 11.52%
3 Communication Services 9.62%
4 Healthcare 9.42%
5 Financials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.06M 0.07%
19,317
+1
227
$1.06M 0.07%
7,547
-5,470
228
$1.06M 0.07%
4,645
-2,117
229
$1.03M 0.06%
18,804
-16,814
230
$1.02M 0.06%
+193,783
231
$1.01M 0.06%
8,753
-17,096
232
$1.01M 0.06%
6,309
+218
233
$986K 0.06%
66,165
-13,920
234
$972K 0.06%
9,984
-14,456
235
$972K 0.06%
2,654
-5,131
236
$963K 0.06%
6,149
+2,109
237
$958K 0.06%
+16,502
238
$946K 0.06%
9,503
+755
239
$937K 0.06%
15,923
-619
240
$935K 0.06%
17,871
-3,365
241
$931K 0.06%
15,021
-2,171
242
$927K 0.06%
4,776
-3,795
243
$924K 0.06%
4,604
-1,163
244
$913K 0.06%
+39,160
245
$900K 0.06%
7,072
-15,868
246
$894K 0.06%
2,379
247
$893K 0.06%
265
-18
248
$878K 0.06%
10,220
-19,393
249
$874K 0.06%
25,906
250
$872K 0.06%
27,760
-24,633
8 9
10
11 12