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
$2.43B
AUM Growth
+$621M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$24.4M
3
+$21.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$19.8M
5
AMZN icon
Amazon
AMZN
+$16.5M

Top Sells

1
+$16.5M
2
+$7.76M
3
+$7.34M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.69M
5
DELL icon
Dell
DELL
+$4.94M

Sector Composition

1 Technology 21.1%
2 Industrials 16.01%
3 Healthcare 9.99%
4 Financials 9.49%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.17M 0.05%
16,916
+6,549
227
$1.15M 0.05%
4,664
+968
228
$1.15M 0.05%
20,656
+80
229
$1.13M 0.05%
13,074
-12,010
230
$1.13M 0.05%
15,638
+13
231
$1.13M 0.05%
18,963
+846
232
$1.12M 0.05%
18,190
+9,955
233
$1.11M 0.05%
4,149
+1,279
234
$1.11M 0.05%
+6,944
235
$1.11M 0.05%
12,908
236
$1.08M 0.04%
26,319
+7,010
237
$1.07M 0.04%
+8,382
238
$1.07M 0.04%
+63,472
239
$1.06M 0.04%
9,409
+22
240
$1.04M 0.04%
10,367
-21,164
241
$1.03M 0.04%
25,424
+1,111
242
$1.03M 0.04%
25,626
+480
243
$1.02M 0.04%
5,124
+1,301
244
$1.02M 0.04%
49,406
245
$1.02M 0.04%
6,175
+729
246
$1.01M 0.04%
12,765
+7,297
247
$998K 0.04%
2,101
+850
248
$981K 0.04%
27,313
-1,409
249
$972K 0.04%
10,975
+8,071
250
$967K 0.04%
32,673
-245
8 9
10
11 12