Cerity Partners

Cerity Partners Portfolio holdings

AUM $48.7B
AUM
$48.7B
AUM Growth
+$2.56B
Cap. Flow
+$4.43B
Cap. Flow %
9.1%
Top 10 Hldgs %
25.12%
Holding
2,660
New
243
Increased
1,265
Reduced
865
Closed
191

Sector Composition

1Technology15.99%
2Financials8.41%
3Healthcare7.31%
4Consumer Staples5.44%
5Consumer Discretionary4.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-2,366
Closed
$00%0
-10,323
Closed
$00%0
-16,367
Closed
$00%0
-3,147
Closed
$00%0
-2,403
Closed
$00%0
-175
Closed
$00%0
-15,001
Closed
$00%0
-8,579
Closed
$00%0
-11,830
Closed
$00%0
-2,368
Closed
$00%0
-97,268
Closed
$00%0
-1,855,958
Closed
$00%0
-2,969
Closed
$00%0
-2,360
Closed
$00%0
-41,104
Closed
$00%0
-2,608
Closed
$00%0
-7,224
Closed
$00%0
-42,289
Closed
$00%0
-13,494
Closed
$00%0
-11,239
Closed
$00%0
-911
Closed
$00%0
-77,753
Closed
$00%0
-15,030
Closed
$00%0
-55,369
Closed
$00%0
-23,800
Closed