Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.51%
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
+$1.24B
2
+$250M
3
+$197M
4
NVDA icon
NVIDIA
NVDA
+$185M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$134M

Top Sells

1
+$64M
2
+$29.1M
3
+$26M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$21.3M
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
2526
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2530
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2532
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2533
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2534
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2535
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2536
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2537
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2538
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2539
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2540
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2541
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2544
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2546
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2547
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2548
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2549
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2550
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