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
$45.2B
AUM Growth
+$8.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,619
New
Increased
Reduced
Closed

Top Buys

1 +$1.18B
2 +$259M
3 +$198M
4
NVDA icon
NVIDIA
NVDA
+$189M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$136M

Top Sells

1 +$66.4M
2 +$30.1M
3 +$26.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$22.1M
5
AMK
AssetMark Financial Holdings, Inc.
AMK
+$20.9M

Sector Composition

1 Technology 16.23%
2 Financials 7.54%
3 Healthcare 7.44%
4 Consumer Staples 5.34%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$53.2K ﹤0.01%
+10,995
2477
$52K ﹤0.01%
26,036
+5,034
2478
$51.5K ﹤0.01%
25,256
+8,254
2479
$51.5K ﹤0.01%
+15,647
2480
$46.6K ﹤0.01%
+20,904
2481
$46.6K ﹤0.01%
4,485
+361
2482
$46.4K ﹤0.01%
+44,577
2483
$46K ﹤0.01%
117,371
2484
$43.7K ﹤0.01%
+16,759
2485
$43.3K ﹤0.01%
+15,196
2486
$42.8K ﹤0.01%
+3,436
2487
$39.4K ﹤0.01%
46,762
+122
2488
$39.1K ﹤0.01%
+11,311
2489
$36.9K ﹤0.01%
15,713
+497
2490
$36.9K ﹤0.01%
13,868
-365
2491
$35.3K ﹤0.01%
22,512
2492
$35.3K ﹤0.01%
+24,874
2493
$34.5K ﹤0.01%
17,615
+6,209
2494
$32K ﹤0.01%
+20,780
2495
$28.2K ﹤0.01%
+13,128
2496
$27.8K ﹤0.01%
+11,000
2497
$26.9K ﹤0.01%
27,786
-3,486
2498
$26.2K ﹤0.01%
19,393
+3,925
2499
$23.7K ﹤0.01%
+11,451
2500
$21.7K ﹤0.01%
11,422