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
-40,900
Closed
$00%0
-20,350
Closed
$00%0
-102,918
Closed
$00%0
-11,188
Closed
$00%0
-321,866
Closed
$00%0
-18,854
Closed
$00%0
-2,662
Closed
$00%0
-16,015
Closed
$00%0
-16,510
Closed
$00%0
-26,230
Closed
$00%0
-184,281
Closed
$00%0
-10,407
Closed
$00%0
-8,918
Closed
$00%0
-3,077
Closed
$00%0
-21,478
Closed
$00%0
-3,329
Closed
$00%0
-19,312
Closed
$00%0
-32,953
Closed
$00%0
-2,766,900
Closed
$00%0
-10,691
Closed
$00%0
-14,837
Closed
$00%0
-5,100
Closed
$00%0
-45,408
Closed
$00%0
-1,688
Closed
$00%0
-11,940
Closed