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
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